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
$7.04B
AUM Growth
+$984M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1
+$64M
2
+$44.9M
3
+$44M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$28.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$22M

Top Sells

1
+$17.3M
2
+$8.23M
3
+$5M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$4.94M
5
VV icon
Vanguard Large-Cap ETF
VV
+$4.59M

Sector Composition

1 Technology 3.12%
2 Financials 1.85%
3 Healthcare 1.18%
4 Consumer Discretionary 1.11%
5 Communication Services 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$365K 0.01%
636
-322
477
$364K 0.01%
10,151
-547
478
$362K 0.01%
1,718
+246
479
$360K 0.01%
+11,542
480
$358K 0.01%
+432
481
$357K 0.01%
2,824
+266
482
$355K 0.01%
+16,125
483
$353K 0.01%
2,219
-11
484
$352K 0.01%
7,699
-3,403
485
$352K 0.01%
8,467
-1,000
486
$351K 0.01%
3,121
+99
487
$351K 0.01%
+1,120
488
$349K 0.01%
2,491
+391
489
$346K ﹤0.01%
4,791
+280
490
$346K ﹤0.01%
+5,665
491
$346K ﹤0.01%
3,328
-1,610
492
$345K ﹤0.01%
2,256
493
$345K ﹤0.01%
4,925
+117
494
$344K ﹤0.01%
5,580
+119
495
$344K ﹤0.01%
15,557
+394
496
$344K ﹤0.01%
729
+48
497
$343K ﹤0.01%
1,511
-96
498
$341K ﹤0.01%
11,819
+2,475
499
$333K ﹤0.01%
1,449
+7
500
$331K ﹤0.01%
4,922
-3,226
18 19
20
21 22