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WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $12.7B
1-Year Est. Return 17.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.32%
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
+$56.1M
2
+$33.3M
3
+$23.7M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$23.5M
5
VUG icon
Vanguard Growth ETF
VUG
+$22.9M

Top Sells

1
+$25.3M
2
+$7.84M
3
+$4.44M
4
CME icon
CME Group
CME
+$4.42M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$4.27M

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
– –
-9,538
511
– –
-15,435
512
– –
-20,981
513
– –
-10,344
514
– –
-4,948
515
– –
-13,000
516
– –
-13,650
517
– –
-12,356
518
– –
-6,026
519
– –
-5,059
520
– –
-6,000
521
– –
-2,651
522
– –
-5,525
523
– –
-5,684
524
– –
-9,000
525
– –
-7,487
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