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
$5.5B
AUM Growth
+$711M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$41.3M
2
+$40.1M
3
+$37.9M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$27.1M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$26.1M

Top Sells

1
+$23.2M
2
+$7.67M
3
+$7.4M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$6.19M
5
VTV icon
Vanguard Value ETF
VTV
+$5.76M

Sector Composition

1 Technology 2.3%
2 Financials 1.86%
3 Healthcare 1.41%
4 Consumer Discretionary 0.94%
5 Consumer Staples 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$47.3M 0.86%
337,103
-41,052
27
$42M 0.76%
323,048
+26,593
28
$40.5M 0.74%
899,715
+46,714
29
$39.2M 0.71%
872,543
-137,819
30
$34.9M 0.63%
531,285
-32,669
31
$33.3M 0.61%
927,193
-76,805
32
$29.3M 0.53%
584,258
-34,722
33
$28.7M 0.52%
119,846
+29,551
34
$27.9M 0.51%
562,772
+24,655
35
$27.8M 0.51%
322,147
+4,873
36
$26.5M 0.48%
577,820
-29,839
37
$25.4M 0.46%
150,882
-22,751
38
$24.9M 0.45%
257,071
+32,147
39
$23.3M 0.42%
+462,494
40
$23.2M 0.42%
108,370
-11,031
41
$22.7M 0.41%
316,309
+68,455
42
$21.7M 0.39%
1,050,990
+51,875
43
$20.3M 0.37%
76,194
-163
44
$19.5M 0.35%
219,467
+7,945
45
$18.9M 0.34%
108,361
-2,715
46
$18.4M 0.33%
777,489
+136,021
47
$18.1M 0.33%
219,999
+15,478
48
$17.6M 0.32%
140,359
-2,328
49
$16.8M 0.31%
315,480
+104,062
50
$16.1M 0.29%
345,662
-46,262
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