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
$2.38B
AUM Growth
+$1.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$98.1M
3
+$77.2M
4
ACN icon
Accenture
ACN
+$72.4M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$49M

Top Sells

1
+$40.3M
2
+$8.4M
3
+$1.64M
4
DB icon
Deutsche Bank
DB
+$1.28M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.17M

Sector Composition

1 Technology 7.84%
2 Healthcare 3.67%
3 Financials 3.55%
4 Communication Services 2.33%
5 Consumer Discretionary 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$212K 0.01%
+1,412
477
$212K 0.01%
+2,465
478
$211K 0.01%
+12,460
479
$209K 0.01%
+5,643
480
$209K 0.01%
+2,047
481
$209K 0.01%
+7,101
482
$208K 0.01%
+5,613
483
$208K 0.01%
+2,489
484
$208K 0.01%
+2,673
485
$207K 0.01%
+8,745
486
$207K 0.01%
11,966
+3,680
487
$206K 0.01%
2,868
+686
488
$206K 0.01%
+2,080
489
$206K 0.01%
+4,227
490
$206K 0.01%
+3,726
491
$205K 0.01%
+4,760
492
$204K 0.01%
+3,155
493
$204K 0.01%
+3,727
494
$204K 0.01%
+2,437
495
$204K 0.01%
+1,613
496
$202K 0.01%
+4,296
497
$201K 0.01%
+4,689
498
$200K 0.01%
+21,791
499
$200K 0.01%
+9,517
500
$197K 0.01%
+11,861
18 19
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