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
$6.12B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$15.6M
3
+$14.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$9.6M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.88M

Top Sells

1
+$44.4M
2
+$28M
3
+$4.79M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.93M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.56M

Sector Composition

1 Technology 2.6%
2 Financials 1.7%
3 Healthcare 0.96%
4 Consumer Discretionary 0.92%
5 Communication Services 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$50.4M 0.82%
472,043
-14,342
27
$46.8M 0.77%
899,000
-11,834
28
$43.5M 0.71%
305,795
-8,251
29
$39.7M 0.65%
405,089
-452,808
30
$38.4M 0.63%
112,810
+5,402
31
$38.3M 0.63%
528,725
+1,128
32
$35.4M 0.58%
650,227
+31,783
33
$35M 0.57%
770,119
+2,038
34
$34.9M 0.57%
188,414
-5,616
35
$33.4M 0.55%
121,277
+12,573
36
$32.6M 0.53%
881,786
-42,167
37
$28.2M 0.46%
290,354
-23,165
38
$27.2M 0.44%
540,691
+7,083
39
$24.6M 0.4%
1,110,205
+53,413
40
$23.8M 0.39%
507,843
-32,676
41
$23.4M 0.38%
75,772
+1,316
42
$22.9M 0.37%
233,595
+14,933
43
$22.2M 0.36%
118,449
-1,698
44
$21.5M 0.35%
374,305
+11,452
45
$21M 0.34%
173,686
-39,633
46
$19.5M 0.32%
792,666
-2,088
47
$18.5M 0.3%
220,778
-5,110
48
$17.1M 0.28%
235,066
-10,815
49
$16.9M 0.28%
129,822
+2,884
50
$16.1M 0.26%
131,590
-16,115
1
2
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