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
$4.52B
AUM Growth
-$299M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
647
New
Increased
Reduced
Closed

Top Buys

1
+$49.5M
2
+$36.7M
3
+$21M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$15.4M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$13M

Top Sells

1
+$125M
2
+$109M
3
+$99.2M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$59.2M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$42.7M

Sector Composition

1 Technology 4.07%
2 Financials 2.93%
3 Consumer Discretionary 1.54%
4 Healthcare 1.42%
5 Industrials 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$216K ﹤0.01%
+4,193
502
$216K ﹤0.01%
+2,429
503
$215K ﹤0.01%
+2,991
504
$215K ﹤0.01%
+4,555
505
$215K ﹤0.01%
+1,800
506
$214K ﹤0.01%
789
-233
507
$214K ﹤0.01%
2,455
-350
508
$214K ﹤0.01%
+4,490
509
$212K ﹤0.01%
+3,772
510
$212K ﹤0.01%
+4,674
511
$212K ﹤0.01%
812
-81
512
$212K ﹤0.01%
+5,780
513
$211K ﹤0.01%
+3,924
514
$208K ﹤0.01%
1,169
-2,825
515
$207K ﹤0.01%
+3,058
516
$205K ﹤0.01%
3,716
-980
517
$203K ﹤0.01%
+2,638
518
$203K ﹤0.01%
596
-172
519
$203K ﹤0.01%
2,398
+124
520
$202K ﹤0.01%
+16,792
521
$177K ﹤0.01%
14,778
+911
522
$169K ﹤0.01%
+11,259
523
$128K ﹤0.01%
+10,000
524
$117K ﹤0.01%
10,671
525
$110K ﹤0.01%
+25,000
19 20
21
22 23