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
$4.21B
AUM Growth
+$854M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$118M
2
+$54.2M
3
+$47.2M
4
JNJ icon
Johnson & Johnson
JNJ
+$42.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$27.4M

Top Sells

1
+$18.9M
2
+$8.5M
3
+$4.76M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.29M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.91M

Sector Composition

1 Technology 5%
2 Financials 3.74%
3 Healthcare 3.48%
4 Consumer Discretionary 2.71%
5 Communication Services 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$355K 0.01%
16,539
+1,515
502
$354K 0.01%
17,133
+2,271
503
$354K 0.01%
5,620
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504
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505
$351K 0.01%
2,751
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506
$351K 0.01%
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507
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508
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10,984
-5,901
509
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2,237
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510
$347K 0.01%
12,461
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511
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512
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4,170
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513
$341K 0.01%
1,383
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514
$341K 0.01%
8,376
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515
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+4,482
516
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718
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517
$339K 0.01%
2,955
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518
$338K 0.01%
241
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519
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4,685
520
$331K 0.01%
2,203
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521
$331K 0.01%
+45,305
522
$329K 0.01%
1,865
+2
523
$327K 0.01%
5,743
+197
524
$326K 0.01%
3,884
-177
525
$325K 0.01%
2,166
+650
19 20
21
22 23