WANY
Wealthspire Advisors (New York) Portfolio holdings
AUM
$17.8B
1-Year Return
13.58%
This Quarter Return
+5.93%
1 Year Return
+13.58%
3 Year Return
+47.19%
5 Year Return
+76.68%
10 Year Return
–
AUM
$3.8B
AUM Growth
-$410M
(-9.7%)
Cap. Flow
-$653M
Cap. Flow
% of AUM
-17.16%
Top 10 Holdings %
Top 10 Hldgs %
62.22%
Holding
718
New
15
Increased
76
Reduced
249
Closed
352
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$24.1M |
| 2 |
Byrna Technologies
BYRN
|
+$14.2M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$13M |
| 4 |
Vanguard Extended Market ETF
VXF
|
+$12.8M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$11M |
Top Sells
| 1 |
Johnson & Johnson
JNJ
|
+$49.7M |
| 2 |
Apple
AAPL
|
+$36.2M |
| 3 |
Microsoft
MSFT
|
+$30.2M |
| 4 |
Amazon
AMZN
|
+$28.4M |
| 5 |
Meta Platforms (Facebook)
META
|
+$18.4M |
Sector Composition
| 1 | Technology | 2.11% |
| 2 | Financials | 1.99% |
| 3 | Consumer Discretionary | 1.16% |
| 4 | Consumer Staples | 0.94% |
| 5 | Industrials | 0.9% |
