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
$5.83B
AUM Growth
+$331M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$46.2M
2
+$28.9M
3
+$22.4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$14.7M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$12.2M

Top Sells

1
+$24.3M
2
+$5.2M
3
+$4.83M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$4.82M
5
GE icon
GE Aerospace
GE
+$4.67M

Sector Composition

1 Technology 2.28%
2 Financials 1.77%
3 Healthcare 1%
4 Communication Services 0.88%
5 Consumer Discretionary 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$51.4M 0.88%
3,190,545
-52,587
27
$49.2M 0.84%
298,242
-24,806
28
$43.9M 0.75%
910,834
+11,119
29
$43.4M 0.74%
314,046
-23,057
30
$37.7M 0.65%
527,597
-3,688
31
$37.2M 0.64%
194,030
+43,148
32
$35.4M 0.61%
768,081
-104,462
33
$34.8M 0.6%
923,953
-3,240
34
$33.1M 0.57%
618,444
+34,186
35
$31M 0.53%
107,408
-12,438
36
$28.9M 0.5%
313,519
-8,628
37
$27M 0.46%
533,608
-29,164
38
$26.6M 0.46%
108,704
+334
39
$25.8M 0.44%
540,519
-37,301
40
$23.3M 0.4%
1,056,792
+5,802
41
$22.2M 0.38%
213,319
-6,148
42
$21.8M 0.37%
218,662
-38,409
43
$21.4M 0.37%
120,147
+11,786
44
$21.3M 0.37%
74,456
-1,738
45
$19.9M 0.34%
362,853
+47,373
46
$19.5M 0.33%
794,754
+17,265
47
$18.8M 0.32%
225,888
+5,889
48
$18.3M 0.31%
147,705
+7,346
49
$18.2M 0.31%
245,881
-70,428
50
$16.8M 0.29%
717,166
+46,644
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