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
$5.83B
AUM Growth
+$331M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$46.2M
2
+$28.9M
3
+$22.4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$14.7M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$12.2M

Top Sells

1
+$24.3M
2
+$5.2M
3
+$4.83M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$4.82M
5
GE icon
GE Aerospace
GE
+$4.67M

Sector Composition

1 Technology 2.28%
2 Financials 1.77%
3 Healthcare 1%
4 Communication Services 0.88%
5 Consumer Discretionary 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$240K ﹤0.01%
1,526
-217
477
$239K ﹤0.01%
4,861
-69
478
$237K ﹤0.01%
4,359
-172
479
$236K ﹤0.01%
3,277
-58
480
$235K ﹤0.01%
1,656
-215
481
$234K ﹤0.01%
4,681
482
$233K ﹤0.01%
1,017
-195
483
$232K ﹤0.01%
20,033
+286
484
$231K ﹤0.01%
5,806
-32
485
$230K ﹤0.01%
5,205
-809
486
$226K ﹤0.01%
328
-161
487
$222K ﹤0.01%
25,500
-5,500
488
$221K ﹤0.01%
4,984
-1,589
489
$221K ﹤0.01%
4,062
-1,072
490
$220K ﹤0.01%
454
-354
491
$217K ﹤0.01%
30,000
492
$214K ﹤0.01%
7,144
-153
493
$214K ﹤0.01%
540
-143
494
$213K ﹤0.01%
6,000
495
$211K ﹤0.01%
+11,492
496
$210K ﹤0.01%
5,180
-4,360
497
$209K ﹤0.01%
+9,642
498
$209K ﹤0.01%
+4,413
499
$206K ﹤0.01%
20,823
500
$205K ﹤0.01%
+3,797
18 19
20
21 22