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
$6.06B
AUM Growth
-$62.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$13.9M
3
+$11.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$11.2M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11.1M

Top Sells

1
+$35.3M
2
+$24M
3
+$16.8M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$16.4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.7M

Sector Composition

1 Technology 2.93%
2 Financials 1.92%
3 Healthcare 1.23%
4 Consumer Discretionary 1.04%
5 Communication Services 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$277K ﹤0.01%
15,163
+4,085
502
$272K ﹤0.01%
2,409
-4,202
503
$271K ﹤0.01%
2,558
+262
504
$267K ﹤0.01%
+942
505
$267K ﹤0.01%
+4,573
506
$266K ﹤0.01%
5,461
-243
507
$262K ﹤0.01%
3,022
508
$261K ﹤0.01%
10,586
-4,576
509
$260K ﹤0.01%
+14,580
510
$260K ﹤0.01%
2,993
-185
511
$259K ﹤0.01%
2,090
+229
512
$256K ﹤0.01%
+1,472
513
$255K ﹤0.01%
117,719
+37,419
514
$254K ﹤0.01%
4,603
+678
515
$253K ﹤0.01%
3,350
+934
516
$253K ﹤0.01%
3,677
+52
517
$253K ﹤0.01%
9,344
-88
518
$251K ﹤0.01%
5,968
+384
519
$248K ﹤0.01%
5,486
-241
520
$247K ﹤0.01%
4,263
-82
521
$246K ﹤0.01%
22,678
+4,521
522
$244K ﹤0.01%
4,595
+1,481
523
$243K ﹤0.01%
7,625
-3,105
524
$242K ﹤0.01%
+472
525
$242K ﹤0.01%
15,266
19 20
21
22 23