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
$16.7B
AUM Growth
+$6.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
837
New
Increased
Reduced
Closed

Top Buys

1
+$1.48B
2
+$606M
3
+$601M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$459M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$403M

Top Sells

1
+$9.65M
2
+$4.68M
3
+$3.48M
4
OKE icon
Oneok
OKE
+$3.01M
5
PLTR icon
Palantir
PLTR
+$2.58M

Sector Composition

1 Technology 2.61%
2 Financials 1.9%
3 Consumer Discretionary 0.77%
4 Healthcare 0.76%
5 Consumer Staples 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$595K ﹤0.01%
11,855
-54
477
$595K ﹤0.01%
6,230
-125
478
$594K ﹤0.01%
7,916
+627
479
$592K ﹤0.01%
3,866
480
$589K ﹤0.01%
6,888
-118
481
$581K ﹤0.01%
17,574
+323
482
$579K ﹤0.01%
6,292
+200
483
$578K ﹤0.01%
9,055
+710
484
$575K ﹤0.01%
5,956
485
$572K ﹤0.01%
3,382
-311
486
$571K ﹤0.01%
16,352
-139
487
$571K ﹤0.01%
+49,552
488
$569K ﹤0.01%
11,242
+11
489
$564K ﹤0.01%
3,678
+227
490
$561K ﹤0.01%
17,543
-4,031
491
$557K ﹤0.01%
985
+171
492
$549K ﹤0.01%
1,668
+23
493
$541K ﹤0.01%
4,750
+2,307
494
$539K ﹤0.01%
7,580
+1,128
495
$536K ﹤0.01%
19,047
496
$536K ﹤0.01%
6,579
+122
497
$532K ﹤0.01%
5,849
-1,311
498
$529K ﹤0.01%
1,107
-21
499
$526K ﹤0.01%
1,679
-208
500
$526K ﹤0.01%
21,742
-47
18 19
20
21 22