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
$2.38B
AUM Growth
+$1.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$98.1M
3
+$77.2M
4
ACN icon
Accenture
ACN
+$72.4M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$49M

Top Sells

1
+$40.3M
2
+$8.4M
3
+$1.64M
4
DB icon
Deutsche Bank
DB
+$1.28M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.17M

Sector Composition

1 Technology 7.84%
2 Healthcare 3.67%
3 Financials 3.55%
4 Communication Services 2.33%
5 Consumer Discretionary 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$80K ﹤0.01%
+11,341
527
$80K ﹤0.01%
+500
528
$79K ﹤0.01%
+11,635
529
$75K ﹤0.01%
+10,498
530
$71K ﹤0.01%
+14,777
531
$68K ﹤0.01%
+11,229
532
$62K ﹤0.01%
16,832
+5,121
533
$59K ﹤0.01%
+13,685
534
$55K ﹤0.01%
+16,672
535
$54K ﹤0.01%
+10,535
536
$50K ﹤0.01%
+25,332
537
$48K ﹤0.01%
12,748
+2,452
538
$48K ﹤0.01%
22,191
+6,473
539
$47K ﹤0.01%
+10,554
540
$46K ﹤0.01%
580
+1
541
$45K ﹤0.01%
+100,620
542
$44K ﹤0.01%
+10,354
543
$44K ﹤0.01%
+10,896
544
$44K ﹤0.01%
+12,250
545
$43K ﹤0.01%
27,518
+6,716
546
$37K ﹤0.01%
15,975
+5,242
547
$33K ﹤0.01%
+13,549
548
$32K ﹤0.01%
+13,911
549
$31K ﹤0.01%
+20,774
550
$29K ﹤0.01%
+9,863
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