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
$3.8B
AUM Growth
-$410M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
718
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$14.2M
3
+$13M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$12.8M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$11M

Top Sells

1
+$49.7M
2
+$36.2M
3
+$30.2M
4
AMZN icon
Amazon
AMZN
+$28.4M
5
META icon
Meta Platforms (Facebook)
META
+$18.4M

Sector Composition

1 Technology 2.11%
2 Financials 1.99%
3 Consumer Discretionary 1.16%
4 Consumer Staples 0.94%
5 Industrials 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
– –
-1,273
502
– –
-2,605
503
– –
-6,655
504
– –
-3,015
505
– –
-5,103
506
– –
-3,381
507
– –
-16,024
508
– –
-5,269
509
– –
-14,997
510
– –
-198,825
511
– –
-1,223
512
– –
-9,198
513
– –
-10,278
514
– –
-9,906
515
– –
-3,184
516
– –
-2,428
517
– –
-4,316
518
– –
-3,474
519
– –
-36,214
520
– –
-13,104
521
– –
-1,751
522
– –
-6,170
523
– –
-10,004
524
– –
-3,959
525
– –
-4,494
19 20
21
22 23