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
$9.83B
AUM Growth
+$2.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
779
New
Increased
Reduced
Closed

Top Buys

1
+$262M
2
+$158M
3
+$72.9M
4
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$62.7M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$60.8M

Top Sells

1
+$13.8M
2
+$7.51M
3
+$5.6M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$2.46M
5
VT icon
Vanguard Total World Stock ETF
VT
+$2.02M

Sector Composition

1 Technology 3.25%
2 Financials 2.63%
3 Healthcare 1.07%
4 Consumer Discretionary 1.03%
5 Communication Services 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$546K 0.01%
9,536
+1,639
477
$541K 0.01%
1,789
+77
478
$540K 0.01%
7,215
-30
479
$540K 0.01%
6,525
480
$537K 0.01%
5,129
+2,063
481
$537K 0.01%
644
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482
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8,571
+4,594
483
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3,453
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484
$534K 0.01%
11,138
-14
485
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7,293
486
$530K 0.01%
22,500
487
$530K 0.01%
908
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488
$529K 0.01%
5,528
-261
489
$529K 0.01%
3,224
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490
$525K 0.01%
8,785
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492
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493
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6,271
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494
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2,153
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495
$511K 0.01%
949
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496
$505K 0.01%
14,285
497
$504K 0.01%
53,705
-3,295
498
$502K 0.01%
17,004
+1,447
499
$502K 0.01%
6,750
500
$502K 0.01%
+2,219
18 19
20
21 22