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
$6.06B
AUM Growth
-$62.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$13.9M
3
+$11.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$11.2M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11.1M

Top Sells

1
+$35.3M
2
+$24M
3
+$16.8M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$16.4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.7M

Sector Composition

1 Technology 2.93%
2 Financials 1.92%
3 Healthcare 1.23%
4 Consumer Discretionary 1.04%
5 Communication Services 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$48.5M 0.8%
1,833,985
-51,929
27
$44.5M 0.74%
140,963
+28,153
28
$43M 0.71%
854,984
-44,016
29
$41M 0.68%
297,574
-8,221
30
$36.9M 0.61%
184,218
-4,196
31
$36M 0.59%
521,974
-6,751
32
$35M 0.58%
675,401
+25,174
33
$32.7M 0.54%
747,263
-22,856
34
$30.7M 0.51%
115,287
-5,990
35
$29.7M 0.49%
629,049
+294,235
36
$26.5M 0.44%
550,660
+9,969
37
$26.2M 0.43%
280,705
-9,649
38
$23.3M 0.38%
75,793
+21
39
$20.9M 0.34%
221,960
-11,635
40
$20.5M 0.34%
472,715
-35,128
41
$20.3M 0.34%
372,955
-1,350
42
$20.2M 0.33%
842,785
+50,119
43
$18.8M 0.31%
53,640
+15,657
44
$18.2M 0.3%
103,011
-15,438
45
$17.8M 0.29%
139,998
+10,176
46
$16.4M 0.27%
216,178
-4,600
47
$16.2M 0.27%
122,867
-50,819
48
$15.7M 0.26%
224,377
-10,689
49
$15.2M 0.25%
147,225
+62,996
50
$14.5M 0.24%
59,269
+10,351
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