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
$3.36B
AUM Growth
+$1.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
601
New
Increased
Reduced
Closed

Top Buys

1
+$177M
2
+$152M
3
+$117M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$79.9M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$71M

Top Sells

1
+$18.7M
2
+$4.68M
3
+$4.36M
4
TIF
Tiffany & Co.
TIF
+$3.7M
5
RPRX icon
Royalty Pharma
RPRX
+$2.21M

Sector Composition

1 Technology 4.7%
2 Financials 3.38%
3 Healthcare 2.44%
4 Consumer Discretionary 2.27%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$219K 0.01%
+10,519
527
$219K 0.01%
+2,556
528
$219K 0.01%
+1,516
529
$218K 0.01%
+9,660
530
$216K 0.01%
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531
$216K 0.01%
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532
$215K 0.01%
+3,800
533
$215K 0.01%
+1,448
534
$214K 0.01%
+2,685
535
$212K 0.01%
+4,513
536
$212K 0.01%
+1,416
537
$211K 0.01%
+34,116
538
$211K 0.01%
+7,328
539
$210K 0.01%
1,078
-115
540
$209K 0.01%
+2,318
541
$209K 0.01%
+4,704
542
$208K 0.01%
+6,192
543
$208K 0.01%
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544
$208K 0.01%
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545
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546
$208K 0.01%
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547
$207K 0.01%
+14,219
548
$207K 0.01%
+4,218
549
$205K 0.01%
+2,812
550
$203K 0.01%
+5,525
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