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
$4.21B
AUM Growth
+$854M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$118M
2
+$54.2M
3
+$47.2M
4
JNJ icon
Johnson & Johnson
JNJ
+$42.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$27.4M

Top Sells

1
+$18.9M
2
+$8.5M
3
+$4.76M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.29M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.91M

Sector Composition

1 Technology 5%
2 Financials 3.74%
3 Healthcare 3.48%
4 Consumer Discretionary 2.71%
5 Communication Services 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$378K 0.01%
2,300
-55
477
$378K 0.01%
+15,926
478
$378K 0.01%
+5,528
479
$377K 0.01%
3,503
+187
480
$376K 0.01%
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481
$375K 0.01%
2,948
+681
482
$374K 0.01%
7,382
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483
$373K 0.01%
6,793
+684
484
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+2,067
485
$371K 0.01%
2,689
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486
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1,859
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487
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2,551
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488
$369K 0.01%
4,453
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489
$369K 0.01%
+5,896
490
$369K 0.01%
10,484
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491
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492
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493
$364K 0.01%
7,205
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494
$363K 0.01%
1,208
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495
$362K 0.01%
5,550
+1,480
496
$360K 0.01%
10,004
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497
$360K 0.01%
10,676
+770
498
$360K 0.01%
2,565
+300
499
$357K 0.01%
3,278
+281
500
$356K 0.01%
9,269
18 19
20
21 22