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
$6.12B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$15.6M
3
+$14.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$9.6M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.88M

Top Sells

1
+$44.4M
2
+$28M
3
+$4.79M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.93M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.56M

Sector Composition

1 Technology 2.6%
2 Financials 1.7%
3 Healthcare 0.96%
4 Consumer Discretionary 0.92%
5 Communication Services 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$229K ﹤0.01%
+1,878
502
$228K ﹤0.01%
1,546
+20
503
$228K ﹤0.01%
18,157
-2,795
504
$228K ﹤0.01%
3,641
-109
505
$227K ﹤0.01%
7,605
+461
506
$227K ﹤0.01%
19,833
-200
507
$226K ﹤0.01%
+3,520
508
$226K ﹤0.01%
+1,200
509
$222K ﹤0.01%
2,040
-178
510
$222K ﹤0.01%
1,142
-136
511
$219K ﹤0.01%
8,558
+54
512
$218K ﹤0.01%
4,536
-448
513
$215K ﹤0.01%
25,500
514
$215K ﹤0.01%
1,626
-30
515
$215K ﹤0.01%
3,925
-137
516
$212K ﹤0.01%
3,761
-36
517
$212K ﹤0.01%
+3,114
518
$212K ﹤0.01%
1,743
+429
519
$212K ﹤0.01%
+2,168
520
$211K ﹤0.01%
2,416
-12
521
$211K ﹤0.01%
1,349
-193
522
$210K ﹤0.01%
1,017
523
$209K ﹤0.01%
+11,078
524
$205K ﹤0.01%
+4,976
525
$204K ﹤0.01%
6,000
19 20
21
22 23