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
$4.52B
AUM Growth
-$299M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
647
New
Increased
Reduced
Closed

Top Buys

1
+$49.5M
2
+$36.7M
3
+$21M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$15.4M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$13M

Top Sells

1
+$125M
2
+$109M
3
+$99.2M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$59.2M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$42.7M

Sector Composition

1 Technology 4.07%
2 Financials 2.93%
3 Consumer Discretionary 1.54%
4 Healthcare 1.42%
5 Industrials 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$246K 0.01%
4,616
+14
477
$245K 0.01%
+2,818
478
$244K 0.01%
627
-253
479
$243K 0.01%
+657
480
$242K 0.01%
+14,767
481
$241K 0.01%
3,764
-756
482
$240K 0.01%
1,768
+98
483
$240K 0.01%
4,777
+42
484
$240K 0.01%
+558
485
$238K 0.01%
+1,429
486
$235K 0.01%
5,446
-326
487
$234K 0.01%
2,276
+2
488
$233K 0.01%
2,867
-4,991
489
$233K 0.01%
1,068
+49
490
$231K 0.01%
1,662
-361
491
$230K 0.01%
+7,367
492
$229K 0.01%
+4,375
493
$228K 0.01%
+6,016
494
$225K 0.01%
1,623
-478
495
$221K ﹤0.01%
+1,385
496
$220K ﹤0.01%
+3,319
497
$220K ﹤0.01%
+3,952
498
$219K ﹤0.01%
7,645
+129
499
$219K ﹤0.01%
3,017
-125
500
$217K ﹤0.01%
9,949
-50
18 19
20
21 22