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
$5.5B
AUM Growth
+$711M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$41.3M
2
+$40.1M
3
+$37.9M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$27.1M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$26.1M

Top Sells

1
+$23.2M
2
+$7.67M
3
+$7.4M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$6.19M
5
VTV icon
Vanguard Value ETF
VTV
+$5.76M

Sector Composition

1 Technology 2.3%
2 Financials 1.86%
3 Healthcare 1.41%
4 Consumer Discretionary 0.94%
5 Consumer Staples 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$273K 0.01%
5,095
+5
477
$272K ﹤0.01%
489
-1,815
478
$269K ﹤0.01%
2,792
479
$268K ﹤0.01%
23,739
+6,414
480
$267K ﹤0.01%
+2,085
481
$263K ﹤0.01%
+4,279
482
$263K ﹤0.01%
7,818
-278
483
$263K ﹤0.01%
+4,466
484
$260K ﹤0.01%
14,380
+3,426
485
$259K ﹤0.01%
+934
486
$258K ﹤0.01%
19,747
+1,840
487
$257K ﹤0.01%
+4,362
488
$256K ﹤0.01%
2,290
+3
489
$256K ﹤0.01%
31,000
490
$256K ﹤0.01%
+3,596
491
$254K ﹤0.01%
+6,670
492
$253K ﹤0.01%
3,364
-39
493
$251K ﹤0.01%
7,144
+282
494
$246K ﹤0.01%
+7,713
495
$246K ﹤0.01%
1,542
496
$246K ﹤0.01%
+21,626
497
$245K ﹤0.01%
1,972
-733
498
$245K ﹤0.01%
+3,926
499
$244K ﹤0.01%
27,060
500
$244K ﹤0.01%
8,400
18 19
20
21 22