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
$5.83B
AUM Growth
+$331M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$46.2M
2
+$28.9M
3
+$22.4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$14.7M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$12.2M

Top Sells

1
+$24.3M
2
+$5.2M
3
+$4.83M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$4.82M
5
GE icon
GE Aerospace
GE
+$4.67M

Sector Composition

1 Technology 2.28%
2 Financials 1.77%
3 Healthcare 1%
4 Communication Services 0.88%
5 Consumer Discretionary 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$204K ﹤0.01%
1,424
-629
502
$204K ﹤0.01%
15,266
503
$204K ﹤0.01%
248
-39
504
$202K ﹤0.01%
2,428
-1,000
505
$202K ﹤0.01%
1,314
-496
506
$202K ﹤0.01%
4,033
-3,674
507
$200K ﹤0.01%
11,583
-6
508
$170K ﹤0.01%
13,999
509
$165K ﹤0.01%
14,936
-2,469
510
$154K ﹤0.01%
+10,000
511
$153K ﹤0.01%
15,210
-8,529
512
$149K ﹤0.01%
54,728
+35,000
513
$147K ﹤0.01%
+14,391
514
$147K ﹤0.01%
15,640
-150
515
$111K ﹤0.01%
14,112
516
$105K ﹤0.01%
61,664
517
$102K ﹤0.01%
16,087
518
$87.7K ﹤0.01%
10,671
519
$67.5K ﹤0.01%
500
520
$66.2K ﹤0.01%
18,295
521
$64K ﹤0.01%
564
+60
522
$49.6K ﹤0.01%
20,000
523
$47.5K ﹤0.01%
13,200
524
$37.8K ﹤0.01%
20,874
525
$32.9K ﹤0.01%
+13
19 20
21
22 23