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
$6.12B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$15.6M
3
+$14.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$9.6M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.88M

Top Sells

1
+$44.4M
2
+$28M
3
+$4.79M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.93M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.56M

Sector Composition

1 Technology 2.6%
2 Financials 1.7%
3 Healthcare 0.96%
4 Consumer Discretionary 0.92%
5 Communication Services 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$265K ﹤0.01%
183,862
477
$264K ﹤0.01%
7,472
+311
478
$262K ﹤0.01%
10,059
+116
479
$259K ﹤0.01%
5,727
-79
480
$259K ﹤0.01%
3,427
+150
481
$255K ﹤0.01%
11,776
-1,905
482
$253K ﹤0.01%
80,300
+25,572
483
$251K ﹤0.01%
18,115
484
$246K ﹤0.01%
2,436
-375
485
$245K ﹤0.01%
23,636
486
$243K ﹤0.01%
1,751
-152
487
$242K ﹤0.01%
8,157
+13
488
$242K ﹤0.01%
4,783
+102
489
$241K ﹤0.01%
3,373
490
$239K ﹤0.01%
9,413
-229
491
$238K ﹤0.01%
+496
492
$237K ﹤0.01%
2,691
-979
493
$237K ﹤0.01%
+5,584
494
$235K ﹤0.01%
8,082
-12
495
$234K ﹤0.01%
+3,626
496
$234K ﹤0.01%
5,124
-56
497
$233K ﹤0.01%
4,861
498
$232K ﹤0.01%
+660
499
$230K ﹤0.01%
4,550
+137
500
$229K ﹤0.01%
46,666
18 19
20
21 22