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
$4.78B
AUM Growth
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$50.4M
2
+$30.5M
3
+$21.2M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$21M
5
VUG icon
Vanguard Growth ETF
VUG
+$20.3M

Top Sells

1
+$24.4M
2
+$7.26M
3
+$4.1M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$4.02M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4M

Sector Composition

1 Technology 2.2%
2 Financials 1.84%
3 Healthcare 1.21%
4 Consumer Discretionary 1.01%
5 Communication Services 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$206K ﹤0.01%
4,861
477
$202K ﹤0.01%
25,000
478
$201K ﹤0.01%
442
-231
479
$201K ﹤0.01%
+3,244
480
$200K ﹤0.01%
2,471
481
$200K ﹤0.01%
4,275
-4,905
482
$194K ﹤0.01%
22,509
483
$185K ﹤0.01%
16,087
484
$182K ﹤0.01%
10,954
-258
485
$178K ﹤0.01%
15,704
+348
486
$169K ﹤0.01%
30,000
487
$163K ﹤0.01%
13,999
488
$160K ﹤0.01%
14,678
489
$158K ﹤0.01%
+14,327
490
$156K ﹤0.01%
586
+82
491
$142K ﹤0.01%
+17,325
492
$132K ﹤0.01%
+22,632
493
$122K ﹤0.01%
10,754
-8,500
494
$121K ﹤0.01%
61,664
495
$120K ﹤0.01%
15,266
496
$74K ﹤0.01%
500
497
$74K ﹤0.01%
13,300
498
$71K ﹤0.01%
18,295
-7,205
499
$69K ﹤0.01%
20,874
500
$68K ﹤0.01%
10,671
18 19
20
21 22