WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $17.8B
1-Year Est. Return 13.58%
This Quarter Est. Return
1 Year Est. Return
+13.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.81B
AUM Growth
+$311M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$86.9M
2
+$59.1M
3
+$21.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$18.7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$17.4M

Top Sells

1
+$73.3M
2
+$15.6M
3
+$8.75M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.22M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$5.43M

Sector Composition

1 Technology 3.34%
2 Financials 2.84%
3 Consumer Discretionary 1.12%
4 Healthcare 1.06%
5 Communication Services 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$356K ﹤0.01%
631
-64
502
$356K ﹤0.01%
14,285
503
$353K ﹤0.01%
1,146
-16
504
$351K ﹤0.01%
+8,945
505
$345K ﹤0.01%
4,165
-99
506
$345K ﹤0.01%
17,250
507
$344K ﹤0.01%
4,409
-526
508
$342K ﹤0.01%
4,491
-241
509
$341K ﹤0.01%
12,826
-4,175
510
$340K ﹤0.01%
3,600
511
$338K ﹤0.01%
1,361
-32
512
$338K ﹤0.01%
4,412
-398
513
$337K ﹤0.01%
874
+55
514
$336K ﹤0.01%
4,179
-297
515
$336K ﹤0.01%
11,844
+1
516
$333K ﹤0.01%
2,792
517
$332K ﹤0.01%
20,525
518
$332K ﹤0.01%
3,118
-27
519
$331K ﹤0.01%
31,894
-442
520
$331K ﹤0.01%
6,523
-3,647
521
$327K ﹤0.01%
2,483
+471
522
$324K ﹤0.01%
6,002
+21
523
$323K ﹤0.01%
2,341
-201
524
$321K ﹤0.01%
1,116
+220
525
$321K ﹤0.01%
4,466
-47
19 20
21
22 23