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
$16.7B
AUM Growth
+$6.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
837
New
Increased
Reduced
Closed

Top Buys

1
+$1.48B
2
+$606M
3
+$601M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$459M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$403M

Top Sells

1
+$9.65M
2
+$4.68M
3
+$3.48M
4
OKE icon
Oneok
OKE
+$3.01M
5
PLTR icon
Palantir
PLTR
+$2.58M

Sector Composition

1 Technology 2.61%
2 Financials 1.9%
3 Consumer Discretionary 0.77%
4 Healthcare 0.76%
5 Consumer Staples 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$521K ﹤0.01%
25,849
-3,226
502
$521K ﹤0.01%
6,457
+545
503
$519K ﹤0.01%
18,733
-1,472
504
$516K ﹤0.01%
2,888
-134
505
$516K ﹤0.01%
276
+10
506
$515K ﹤0.01%
91,799
507
$515K ﹤0.01%
43,000
508
$514K ﹤0.01%
7,528
509
$514K ﹤0.01%
16,499
-675
510
$511K ﹤0.01%
4,627
+2,163
511
$507K ﹤0.01%
8,802
+4,212
512
$501K ﹤0.01%
1,582
+317
513
$497K ﹤0.01%
8,160
-147
514
$494K ﹤0.01%
23,558
+650
515
$492K ﹤0.01%
1,670
-310
516
$491K ﹤0.01%
6,817
-5
517
$488K ﹤0.01%
16,667
+3,505
518
$487K ﹤0.01%
71,831
519
$487K ﹤0.01%
22,056
+1,531
520
$486K ﹤0.01%
398,374
521
$483K ﹤0.01%
1,901
-133
522
$480K ﹤0.01%
1,760
+10
523
$477K ﹤0.01%
34,509
+13,412
524
$476K ﹤0.01%
+4,605
525
$476K ﹤0.01%
10,345
-2,128
19 20
21
22 23