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
$6.06B
AUM Growth
-$62.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$13.9M
3
+$11.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$11.2M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11.1M

Top Sells

1
+$35.3M
2
+$24M
3
+$16.8M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$16.4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.7M

Sector Composition

1 Technology 2.93%
2 Financials 1.92%
3 Healthcare 1.23%
4 Consumer Discretionary 1.04%
5 Communication Services 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$310K 0.01%
4,076
+293
477
$309K 0.01%
4,511
478
$309K 0.01%
4,542
-906
479
$309K 0.01%
8,178
+3,054
480
$307K 0.01%
5,573
-792
481
$302K 0.01%
+885
482
$301K 0.01%
6,487
+68
483
$301K 0.01%
3,169
+478
484
$300K ﹤0.01%
2,183
-721
485
$299K ﹤0.01%
2,509
486
$297K ﹤0.01%
681
-1,355
487
$296K ﹤0.01%
4,966
+1,325
488
$296K ﹤0.01%
3,227
-108
489
$295K ﹤0.01%
2,230
-555
490
$295K ﹤0.01%
135,305
+77,923
491
$294K ﹤0.01%
608
+112
492
$288K ﹤0.01%
47,498
+832
493
$288K ﹤0.01%
+1,442
494
$288K ﹤0.01%
+2,256
495
$286K ﹤0.01%
+4,808
496
$286K ﹤0.01%
6,622
+4
497
$285K ﹤0.01%
10,632
+573
498
$284K ﹤0.01%
970
+134
499
$282K ﹤0.01%
2,792
500
$281K ﹤0.01%
11,545
18 19
20
21 22