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
$4.82B
AUM Growth
+$1.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$151M
2
+$99.2M
3
+$81.8M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$60.7M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$59.6M

Top Sells

1
+$25.6M
2
+$14.4M
3
+$13.8M
4
TSLA icon
Tesla
TSLA
+$5.52M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.22M

Sector Composition

1 Technology 2.87%
2 Financials 2.73%
3 Consumer Discretionary 1.75%
4 Healthcare 1.3%
5 Communication Services 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$279K 0.01%
+4,520
477
$278K 0.01%
+1,659
478
$276K 0.01%
+20,000
479
$273K 0.01%
+3,615
480
$273K 0.01%
3,865
+591
481
$268K 0.01%
4,940
+79
482
$267K 0.01%
4,734
+8
483
$265K 0.01%
+2,101
484
$263K 0.01%
2,023
+367
485
$260K 0.01%
5,075
+505
486
$259K 0.01%
+2,485
487
$258K 0.01%
+6,607
488
$257K 0.01%
+7,227
489
$255K 0.01%
+8,972
490
$252K 0.01%
+6,836
491
$252K 0.01%
+1,740
492
$252K 0.01%
+1,864
493
$251K 0.01%
14,197
-125
494
$251K 0.01%
+1,755
495
$251K 0.01%
+10,028
496
$250K 0.01%
5,305
497
$250K 0.01%
+3,546
498
$250K 0.01%
+1,758
499
$249K 0.01%
3,554
-1,599
500
$246K 0.01%
3,046
18 19
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