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
$3.36B
AUM Growth
+$1.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
601
New
Increased
Reduced
Closed

Top Buys

1
+$177M
2
+$152M
3
+$117M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$79.9M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$71M

Top Sells

1
+$18.7M
2
+$4.68M
3
+$4.36M
4
TIF
Tiffany & Co.
TIF
+$3.7M
5
RPRX icon
Royalty Pharma
RPRX
+$2.21M

Sector Composition

1 Technology 4.7%
2 Financials 3.38%
3 Healthcare 2.44%
4 Consumer Discretionary 2.27%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$263K 0.01%
4,862
+183
477
$263K 0.01%
+1,472
478
$262K 0.01%
+3,046
479
$262K 0.01%
+5,081
480
$262K 0.01%
+2,049
481
$261K 0.01%
+10,628
482
$259K 0.01%
+11,936
483
$259K 0.01%
+16,144
484
$259K 0.01%
+11,296
485
$259K 0.01%
+4,134
486
$258K 0.01%
+6,146
487
$256K 0.01%
909
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488
$255K 0.01%
5,102
+826
489
$255K 0.01%
+1,952
490
$254K 0.01%
+3,688
491
$254K 0.01%
+5,121
492
$253K 0.01%
4,610
+758
493
$252K 0.01%
+12,675
494
$250K 0.01%
4,714
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495
$250K 0.01%
+211
496
$249K 0.01%
+2,408
497
$249K 0.01%
+7,730
498
$248K 0.01%
+4,854
499
$247K 0.01%
+1,899
500
$247K 0.01%
+3,008
18 19
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