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
$4.82B
AUM Growth
+$1.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$151M
2
+$99.2M
3
+$81.8M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$60.7M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$59.6M

Top Sells

1
+$25.6M
2
+$14.4M
3
+$13.8M
4
TSLA icon
Tesla
TSLA
+$5.52M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.22M

Sector Composition

1 Technology 2.87%
2 Financials 2.73%
3 Consumer Discretionary 1.75%
4 Healthcare 1.3%
5 Communication Services 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$33M 0.69%
+324,378
27
$33M 0.68%
+547,116
28
$32.6M 0.68%
1,376,648
-106,079
29
$28.9M 0.6%
105,343
+38,634
30
$28.2M 0.58%
462,384
+3,178
31
$27M 0.56%
95,793
+33,380
32
$25.8M 0.53%
224,257
-19,124
33
$23.3M 0.48%
116,200
-20,182
34
$22.8M 0.47%
104,101
-3,357
35
$22.4M 0.46%
+887,704
36
$22.3M 0.46%
136,020
+51,100
37
$21.2M 0.44%
180,491
-22,126
38
$18.5M 0.38%
181,892
+6,440
39
$18.3M 0.38%
398,619
+1,211
40
$18.2M 0.38%
57,013
-8,284
41
$16.2M 0.34%
262,322
-102
42
$15.9M 0.33%
224,567
+8,010
43
$15M 0.31%
51,704
+717
44
$13.8M 0.29%
88,443
+6,712
45
$13.4M 0.28%
254,118
+80,994
46
$13.3M 0.28%
179,987
-6,343
47
$13M 0.27%
111,678
-2,695
48
$11.8M 0.25%
+684,485
49
$11M 0.23%
+239,087
50
$11M 0.23%
82,400
+44,260
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