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
$5.5B
AUM Growth
+$711M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$41.3M
2
+$40.1M
3
+$37.9M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$27.1M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$26.1M

Top Sells

1
+$23.2M
2
+$7.67M
3
+$7.4M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$6.19M
5
VTV icon
Vanguard Value ETF
VTV
+$5.76M

Sector Composition

1 Technology 2.3%
2 Financials 1.86%
3 Healthcare 1.41%
4 Consumer Discretionary 0.94%
5 Consumer Staples 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$243K ﹤0.01%
+683
502
$242K ﹤0.01%
+3,894
503
$242K ﹤0.01%
+14,311
504
$241K ﹤0.01%
4,930
+69
505
$241K ﹤0.01%
+833
506
$238K ﹤0.01%
+707
507
$237K ﹤0.01%
+4,432
508
$235K ﹤0.01%
+3,050
509
$235K ﹤0.01%
3,335
-37
510
$233K ﹤0.01%
+3,124
511
$233K ﹤0.01%
+1,212
512
$231K ﹤0.01%
6,719
513
$230K ﹤0.01%
5,062
-762
514
$229K ﹤0.01%
+4,935
515
$228K ﹤0.01%
+606
516
$228K ﹤0.01%
+941
517
$228K ﹤0.01%
+3,518
518
$226K ﹤0.01%
30,000
519
$225K ﹤0.01%
1,871
-175
520
$224K ﹤0.01%
+518
521
$223K ﹤0.01%
+1,966
522
$222K ﹤0.01%
23,418
+555
523
$219K ﹤0.01%
+6,000
524
$218K ﹤0.01%
7,599
+17
525
$216K ﹤0.01%
10,035
+35
19 20
21
22 23