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
$4.78B
AUM Growth
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$50.4M
2
+$30.5M
3
+$21.2M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$21M
5
VUG icon
Vanguard Growth ETF
VUG
+$20.3M

Top Sells

1
+$24.4M
2
+$7.26M
3
+$4.1M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$4.02M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4M

Sector Composition

1 Technology 2.2%
2 Financials 1.84%
3 Healthcare 1.21%
4 Consumer Discretionary 1.01%
5 Communication Services 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$38.1M 0.8%
178,159
+94,944
27
$35.8M 0.75%
853,001
-40,555
28
$33.1M 0.69%
413,386
-28,534
29
$31.6M 0.66%
563,954
-36,540
30
$30.8M 0.64%
173,633
-22,347
31
$30.4M 0.64%
1,003,998
-65,646
32
$30.4M 0.64%
707,136
+251,062
33
$27.5M 0.57%
618,980
+13,089
34
$25.9M 0.54%
538,117
-83,539
35
$25.4M 0.53%
607,659
-36,173
36
$25.1M 0.53%
119,401
+9,435
37
$25M 0.52%
317,274
+10,832
38
$21.7M 0.45%
224,924
+33,070
39
$21M 0.44%
90,295
+4,294
40
$21M 0.44%
489,498
-76,937
41
$20.3M 0.43%
211,522
+167,642
42
$19.6M 0.41%
76,357
+1,047
43
$18.9M 0.39%
391,924
+100,336
44
$18.3M 0.38%
111,076
+1,041
45
$17.8M 0.37%
999,115
-20,618
46
$17.7M 0.37%
247,854
+15,332
47
$17.2M 0.36%
755,324
-180,132
48
$16.4M 0.34%
204,521
+9,274
49
$15.9M 0.33%
142,687
+2,470
50
$15.5M 0.32%
137,427
-10,092
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