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
$4.82B
AUM Growth
+$1.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$151M
2
+$99.2M
3
+$81.8M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$60.7M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$59.6M

Top Sells

1
+$25.6M
2
+$14.4M
3
+$13.8M
4
TSLA icon
Tesla
TSLA
+$5.52M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.22M

Sector Composition

1 Technology 2.87%
2 Financials 2.73%
3 Consumer Discretionary 1.75%
4 Healthcare 1.3%
5 Communication Services 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$244K 0.01%
+814
502
$243K 0.01%
4,735
-26
503
$242K 0.01%
5,525
504
$242K 0.01%
708
+67
505
$238K ﹤0.01%
7,500
+2,500
506
$238K ﹤0.01%
+2,104
507
$238K ﹤0.01%
+4,080
508
$238K ﹤0.01%
+768
509
$237K ﹤0.01%
+5,460
510
$237K ﹤0.01%
2,274
-126
511
$237K ﹤0.01%
+1,022
512
$237K ﹤0.01%
+5,317
513
$236K ﹤0.01%
+6,969
514
$236K ﹤0.01%
+6,912
515
$235K ﹤0.01%
+893
516
$233K ﹤0.01%
4,476
517
$231K ﹤0.01%
+1,405
518
$231K ﹤0.01%
+2,805
519
$229K ﹤0.01%
+1,019
520
$228K ﹤0.01%
+3,414
521
$228K ﹤0.01%
+8,787
522
$224K ﹤0.01%
+4,696
523
$223K ﹤0.01%
7,516
-9,878
524
$223K ﹤0.01%
2,191
-128
525
$223K ﹤0.01%
4,602
+15
19 20
21
22 23