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
$16.7B
AUM Growth
+$6.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
837
New
Increased
Reduced
Closed

Top Buys

1
+$1.48B
2
+$606M
3
+$601M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$459M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$403M

Top Sells

1
+$9.65M
2
+$4.68M
3
+$3.48M
4
OKE icon
Oneok
OKE
+$3.01M
5
PLTR icon
Palantir
PLTR
+$2.58M

Sector Composition

1 Technology 2.61%
2 Financials 1.9%
3 Consumer Discretionary 0.77%
4 Healthcare 0.76%
5 Consumer Staples 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$109M 0.65%
1,034,280
+449,545
27
$106M 0.63%
1,436,998
+709,970
28
$93.9M 0.56%
373,028
+182,955
29
$91.9M 0.55%
1,123,916
+563,907
30
$89.3M 0.53%
1,654,265
+18,790
31
$79.5M 0.48%
220,238
+100,565
32
$77.5M 0.46%
2,067,556
+39,989
33
$76.3M 0.46%
1,516,924
+112,529
34
$69.9M 0.42%
2,238,479
+102,371
35
$67.9M 0.41%
1,368,394
+663,517
36
$67.3M 0.4%
2,597,661
+67,234
37
$66M 0.39%
354,264
+182,424
38
$64.3M 0.38%
2,447,374
+42,407
39
$64.1M 0.38%
1,266,068
+48,964
40
$63.6M 0.38%
841,072
-23,208
41
$62M 0.37%
132,167
+944
42
$59.7M 0.36%
854,574
-2,753
43
$58.6M 0.35%
1,243,992
+55,729
44
$57.8M 0.35%
731,747
+318,974
45
$55.1M 0.33%
838,210
-25,523
46
$53.3M 0.32%
173,878
+77,997
47
$52.5M 0.31%
530,678
+258,782
48
$52.1M 0.31%
1,891,296
+952,161
49
$50.3M 0.3%
492,073
-10,855
50
$48.3M 0.29%
416,510
+219,899
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