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
$9.83B
AUM Growth
+$2.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
779
New
Increased
Reduced
Closed

Top Buys

1
+$262M
2
+$158M
3
+$72.9M
4
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$62.7M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$60.8M

Top Sells

1
+$13.8M
2
+$7.51M
3
+$5.6M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$2.46M
5
VT icon
Vanguard Total World Stock ETF
VT
+$2.02M

Sector Composition

1 Technology 3.25%
2 Financials 2.63%
3 Healthcare 1.07%
4 Consumer Discretionary 1.03%
5 Communication Services 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$502K 0.01%
6,473
+80
502
$491K 0.01%
6,079
+473
503
$491K 0.01%
5,518
504
$488K 0.01%
5,197
-28
505
$485K ﹤0.01%
7,166
+177
506
$474K ﹤0.01%
1,721
+40
507
$470K ﹤0.01%
8,199
+538
508
$468K ﹤0.01%
111
+6
509
$463K ﹤0.01%
13,059
-1,854
510
$456K ﹤0.01%
2,500
511
$454K ﹤0.01%
44,285
512
$454K ﹤0.01%
6,896
+146
513
$453K ﹤0.01%
4,209
-213
514
$453K ﹤0.01%
1,180
515
$451K ﹤0.01%
+12,074
516
$444K ﹤0.01%
4,973
+930
517
$444K ﹤0.01%
2,490
-698
518
$443K ﹤0.01%
22,026
+1,501
519
$439K ﹤0.01%
4,802
520
$438K ﹤0.01%
+1,376
521
$438K ﹤0.01%
6,061
-147
522
$437K ﹤0.01%
840
+362
523
$436K ﹤0.01%
10,621
+205
524
$435K ﹤0.01%
6,386
-6
525
$434K ﹤0.01%
2,675
+1,033
19 20
21
22 23