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
$4.78B
AUM Growth
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$50.4M
2
+$30.5M
3
+$21.2M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$21M
5
VUG icon
Vanguard Growth ETF
VUG
+$20.3M

Top Sells

1
+$24.4M
2
+$7.26M
3
+$4.1M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$4.02M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4M

Sector Composition

1 Technology 2.2%
2 Financials 1.84%
3 Healthcare 1.21%
4 Consumer Discretionary 1.01%
5 Communication Services 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$64K ﹤0.01%
20,000
502
$47K ﹤0.01%
+20,817
503
$33K ﹤0.01%
655
+446
504
$28K ﹤0.01%
17,355
505
$28K ﹤0.01%
1,043
506
$27K ﹤0.01%
11,500
507
$20K ﹤0.01%
50,000
508
$19K ﹤0.01%
+2,948
509
$4K ﹤0.01%
30,000
510
– –
-12,356
511
– –
-6,026
512
– –
-2,651
513
– –
-5,525
514
– –
-5,684
515
– –
-9,000
516
– –
-9,538
517
– –
-15,435
518
– –
-20,981
519
– –
-10,344
520
– –
-19
521
– –
-1,976
522
– –
-882
523
– –
-4,948
524
– –
-13,000
525
– –
-13,650
18 19 20
21
22