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
$2.38B
AUM Growth
+$1.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$98.1M
3
+$77.2M
4
ACN icon
Accenture
ACN
+$72.4M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$49M

Top Sells

1
+$40.3M
2
+$8.4M
3
+$1.64M
4
DB icon
Deutsche Bank
DB
+$1.28M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.17M

Sector Composition

1 Technology 7.84%
2 Healthcare 3.67%
3 Financials 3.55%
4 Communication Services 2.33%
5 Consumer Discretionary 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$195K 0.01%
+47,175
502
$191K 0.01%
+21,270
503
$189K 0.01%
+11,001
504
$188K 0.01%
+14,311
505
$177K 0.01%
+10,259
506
$176K 0.01%
+15,205
507
$167K 0.01%
+17,203
508
$159K 0.01%
+100
509
$155K 0.01%
+33,678
510
$154K 0.01%
+16,319
511
$150K 0.01%
+11,032
512
$145K 0.01%
+13,641
513
$140K 0.01%
18,939
+1,420
514
$138K 0.01%
+16,822
515
$134K 0.01%
+15,204
516
$133K 0.01%
+12,003
517
$133K 0.01%
+11,239
518
$118K ﹤0.01%
+4,206
519
$106K ﹤0.01%
+21,062
520
$102K ﹤0.01%
+12,478
521
$97K ﹤0.01%
+13,318
522
$95K ﹤0.01%
+6,675
523
$88K ﹤0.01%
+11,667
524
$85K ﹤0.01%
+12,364
525
$82K ﹤0.01%
11,235
19 20
21
22 23