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
$3.36B
AUM Growth
+$1.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
601
New
Increased
Reduced
Closed

Top Buys

1
+$177M
2
+$152M
3
+$117M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$79.9M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$71M

Top Sells

1
+$18.7M
2
+$4.68M
3
+$4.36M
4
TIF
Tiffany & Co.
TIF
+$3.7M
5
RPRX icon
Royalty Pharma
RPRX
+$2.21M

Sector Composition

1 Technology 4.7%
2 Financials 3.38%
3 Healthcare 2.44%
4 Consumer Discretionary 2.27%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$247K 0.01%
+2,406
502
$247K 0.01%
+2,526
503
$246K 0.01%
+2,597
504
$244K 0.01%
+2,039
505
$244K 0.01%
+7,696
506
$243K 0.01%
+2,438
507
$241K 0.01%
+2,085
508
$240K 0.01%
14,862
+2,882
509
$240K 0.01%
+4,436
510
$237K 0.01%
+3,508
511
$235K 0.01%
+2,539
512
$235K 0.01%
+1,115
513
$235K 0.01%
+4,712
514
$235K 0.01%
2,307
-4,119
515
$234K 0.01%
+4,682
516
$234K 0.01%
+3,050
517
$233K 0.01%
+2,497
518
$233K 0.01%
+3,769
519
$232K 0.01%
+6,399
520
$232K 0.01%
+4,980
521
$230K 0.01%
23,161
522
$223K 0.01%
+1,686
523
$222K 0.01%
+2,542
524
$222K 0.01%
+2,263
525
$220K 0.01%
+2,477
19 20
21
22 23