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
$7.04B
AUM Growth
+$984M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1
+$64M
2
+$44.9M
3
+$44M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$28.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$22M

Top Sells

1
+$17.3M
2
+$8.23M
3
+$5M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$4.94M
5
VV icon
Vanguard Large-Cap ETF
VV
+$4.59M

Sector Composition

1 Technology 3.12%
2 Financials 1.85%
3 Healthcare 1.18%
4 Consumer Discretionary 1.11%
5 Communication Services 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$331K ﹤0.01%
751
+134
502
$330K ﹤0.01%
34,235
-10,300
503
$328K ﹤0.01%
+5,691
504
$328K ﹤0.01%
17,250
505
$326K ﹤0.01%
3,232
+30
506
$326K ﹤0.01%
3,444
+217
507
$325K ﹤0.01%
4,966
508
$320K ﹤0.01%
5,899
-6,203
509
$320K ﹤0.01%
3,976
-88
510
$319K ﹤0.01%
2,792
511
$316K ﹤0.01%
3,959
+818
512
$314K ﹤0.01%
3,862
-214
513
$314K ﹤0.01%
+1,209
514
$313K ﹤0.01%
8,100
-78
515
$312K ﹤0.01%
2,053
-49
516
$308K ﹤0.01%
8,189
+17
517
$307K ﹤0.01%
6,192
+224
518
$306K ﹤0.01%
9,379
+1,111
519
$305K ﹤0.01%
183,862
520
$305K ﹤0.01%
+1,000
521
$304K ﹤0.01%
6,352
-138
522
$303K ﹤0.01%
5,792
-1,193
523
$303K ﹤0.01%
5,536
+50
524
$302K ﹤0.01%
4,197
+520
525
$302K ﹤0.01%
1,103
+161
19 20
21
22 23