WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $19.1B
1-Year Est. Return 13.67%
This Quarter Est. Return
1 Year Est. Return
+13.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.21B
AUM Growth
+$854M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$118M
2
+$54.2M
3
+$47.2M
4
JNJ icon
Johnson & Johnson
JNJ
+$42.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$27.4M

Top Sells

1
+$18.9M
2
+$8.5M
3
+$4.76M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.29M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.91M

Sector Composition

1 Technology 5%
2 Financials 3.74%
3 Healthcare 3.48%
4 Consumer Discretionary 2.71%
5 Communication Services 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$27.1M 0.64%
447,367
+4,571
27
$25.8M 0.61%
139,100
-2,353
28
$23.8M 0.56%
86,028
+5,693
29
$23.6M 0.56%
106,605
-2,959
30
$19.1M 0.45%
706,494
-315,206
31
$19M 0.45%
64,655
+16,744
32
$17.6M 0.42%
274,153
+12,580
33
$16M 0.38%
174,342
+14,108
34
$15.8M 0.37%
350,166
+46,293
35
$15.5M 0.37%
69,624
+7,701
36
$14.6M 0.35%
208,211
+2,530
37
$14.6M 0.35%
141,440
+30,620
38
$14.5M 0.34%
122,930
+8,637
39
$13.6M 0.32%
52,945
+2,103
40
$13.2M 0.31%
127,660
+17,180
41
$13.2M 0.31%
113,621
+14,044
42
$12.4M 0.29%
212,839
+21,921
43
$12.2M 0.29%
47,698
+11,626
44
$12.1M 0.29%
79,811
+4,432
45
$11.8M 0.28%
181,772
-11,010
46
$11.5M 0.27%
136,098
+1,680
47
$10.9M 0.26%
190,665
-4,700
48
$10.8M 0.26%
+60,552
49
$10.5M 0.25%
420,852
-58,608
50
$10.5M 0.25%
202,879
+7,140
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2
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