WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $17.8B
1-Year Est. Return 13.58%
This Quarter Est. Return
1 Year Est. Return
+13.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.81B
AUM Growth
+$311M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$86.9M
2
+$59.1M
3
+$21.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$18.7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$17.4M

Top Sells

1
+$73.3M
2
+$15.6M
3
+$8.75M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.22M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$5.43M

Sector Composition

1 Technology 3.34%
2 Financials 2.84%
3 Consumer Discretionary 1.12%
4 Healthcare 1.06%
5 Communication Services 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$60.9M 0.78%
571,121
+6,018
27
$57.7M 0.74%
120,363
-4,327
28
$57.4M 0.74%
1,884,183
+26,372
29
$56.9M 0.73%
841,672
-7,551
30
$53.2M 0.68%
331,399
+5,972
31
$51.9M 0.66%
884,489
+131,124
32
$51.9M 0.66%
810,236
-3,019
33
$42.5M 0.54%
939,485
+52,979
34
$41.1M 0.53%
112,798
-1,603
35
$39M 0.5%
497,963
+710
36
$32M 0.41%
637,750
+59,783
37
$31.9M 0.41%
162,348
-992
38
$30.2M 0.39%
156,018
+16,061
39
$29.6M 0.38%
118,306
+13,972
40
$25.8M 0.33%
140,844
+9,613
41
$25.7M 0.33%
228,526
-17,369
42
$25.1M 0.32%
82,812
-341
43
$25M 0.32%
398,990
-25,371
44
$22.9M 0.29%
861,533
-4,907
45
$22.1M 0.28%
108,959
+7,507
46
$22.1M 0.28%
120,976
+18,299
47
$21.9M 0.28%
303,960
-17,181
48
$21.2M 0.27%
441,971
+1,401
49
$21.1M 0.27%
51,880
+582
50
$16.9M 0.22%
174,431
-10,169
1
2
3 4 5