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
$3.8B
AUM Growth
-$410M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
718
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$14.2M
3
+$13M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$12.8M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$11M

Top Sells

1
+$49.7M
2
+$36.2M
3
+$30.2M
4
AMZN icon
Amazon
AMZN
+$28.4M
5
META icon
Meta Platforms (Facebook)
META
+$18.4M

Sector Composition

1 Technology 2.11%
2 Financials 1.99%
3 Consumer Discretionary 1.16%
4 Consumer Staples 0.94%
5 Industrials 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.2M 0.51%
65,297
-20,731
27
$18.1M 0.48%
66,709
-48,221
28
$18M 0.47%
397,408
+47,242
29
$17.9M 0.47%
175,452
+1,110
30
$17.6M 0.46%
262,424
-11,729
31
$16.9M 0.44%
62,413
-111,655
32
$15.9M 0.42%
216,557
+8,346
33
$14.6M 0.38%
50,987
-1,958
34
$14.6M 0.38%
84,920
-165,380
35
$14.4M 0.38%
164,096
+109,120
36
$14.2M 0.37%
+623,809
37
$13.6M 0.36%
186,330
+4,558
38
$13.4M 0.35%
114,373
+752
39
$13M 0.34%
81,731
+1,920
40
$11.9M 0.31%
46,344
+5,176
41
$11.3M 0.3%
49,695
-19,929
42
$11.2M 0.29%
187,745
-2,920
43
$10.9M 0.29%
127,224
-8,874
44
$10.9M 0.29%
332,168
+15,276
45
$10.5M 0.28%
151,215
+35,581
46
$10.2M 0.27%
373,024
-333,470
47
$10.1M 0.27%
73,714
+1,797
48
$9.37M 0.25%
686,788
+92,155
49
$9.21M 0.24%
353,560
-67,292
50
$9.15M 0.24%
292,816
-40,558
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