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
$7.04B
AUM Growth
+$984M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1
+$64M
2
+$44.9M
3
+$44M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$28.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$22M

Top Sells

1
+$17.3M
2
+$8.23M
3
+$5M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$4.94M
5
VV icon
Vanguard Large-Cap ETF
VV
+$4.59M

Sector Composition

1 Technology 3.12%
2 Financials 1.85%
3 Healthcare 1.18%
4 Consumer Discretionary 1.11%
5 Communication Services 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$57M 0.81%
151,609
+10,646
27
$55.2M 0.78%
1,093,941
-99,004
28
$53.8M 0.76%
131,472
+109,760
29
$52.3M 0.74%
1,888,339
+54,354
30
$48.9M 0.7%
327,347
+29,773
31
$46.7M 0.66%
834,599
-20,385
32
$43.1M 0.61%
935,153
+187,890
33
$39.9M 0.57%
529,795
+7,821
34
$39.4M 0.56%
702,232
+26,831
35
$35.5M 0.5%
116,991
+1,704
36
$34.6M 0.49%
164,257
-19,961
37
$30.9M 0.44%
605,817
+55,157
38
$27.7M 0.39%
79,052
+3,259
39
$27M 0.38%
262,875
-17,830
40
$26.2M 0.37%
425,056
+52,101
41
$24.2M 0.34%
329,116
+104,739
42
$22.2M 0.32%
146,204
+6,206
43
$21.6M 0.31%
458,139
-14,576
44
$21.5M 0.3%
865,835
+23,050
45
$21.2M 0.3%
105,504
+2,493
46
$19.4M 0.28%
80,334
+40,669
47
$19M 0.27%
191,761
-30,199
48
$18.9M 0.27%
52,907
-733
49
$18.6M 0.26%
103,097
+50,736
50
$18.4M 0.26%
130,408
+7,541
1
2
3 4 5