WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $17.8B
1-Year Est. Return 13.58%
This Quarter Est. Return
1 Year Est. Return
+13.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.81B
AUM Growth
+$311M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$86.9M
2
+$59.1M
3
+$21.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$18.7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$17.4M

Top Sells

1
+$73.3M
2
+$15.6M
3
+$8.75M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.22M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$5.43M

Sector Composition

1 Technology 3.34%
2 Financials 2.84%
3 Consumer Discretionary 1.12%
4 Healthcare 1.06%
5 Communication Services 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$390K 0.01%
7,961
+497
477
$389K 0.01%
13,292
+145
478
$387K 0.01%
599
-23
479
$385K ﹤0.01%
6,393
-154
480
$384K ﹤0.01%
7,992
-412
481
$383K ﹤0.01%
2,188
+328
482
$383K ﹤0.01%
7,661
+461
483
$382K ﹤0.01%
5,606
-114
484
$379K ﹤0.01%
2,768
-62
485
$379K ﹤0.01%
807
486
$375K ﹤0.01%
10,416
-451
487
$374K ﹤0.01%
3,853
+111
488
$373K ﹤0.01%
5,212
+106
489
$371K ﹤0.01%
1,690
-566
490
$370K ﹤0.01%
54,232
-20,000
491
$368K ﹤0.01%
+1,290
492
$368K ﹤0.01%
3,399
-242
493
$364K ﹤0.01%
1,621
+169
494
$362K ﹤0.01%
6,392
+780
495
$362K ﹤0.01%
3,680
-42
496
$361K ﹤0.01%
8,225
+1,730
497
$361K ﹤0.01%
9,476
+4,182
498
$361K ﹤0.01%
6,750
-176
499
$359K ﹤0.01%
4,802
+11
500
$357K ﹤0.01%
+6,670
18 19
20
21 22