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
$4.21B
AUM Growth
+$854M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$118M
2
+$54.2M
3
+$47.2M
4
JNJ icon
Johnson & Johnson
JNJ
+$42.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$27.4M

Top Sells

1
+$18.9M
2
+$8.5M
3
+$4.76M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.29M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.91M

Sector Composition

1 Technology 5%
2 Financials 3.74%
3 Healthcare 3.48%
4 Consumer Discretionary 2.71%
5 Communication Services 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$325K 0.01%
1,780
+193
527
$324K 0.01%
+9,825
528
$324K 0.01%
2,696
+170
529
$322K 0.01%
1,658
+154
530
$322K 0.01%
548
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531
$318K 0.01%
4,616
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532
$317K 0.01%
11,680
+2,032
533
$316K 0.01%
8,002
534
$315K 0.01%
4,033
+1,025
535
$315K 0.01%
1,738
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536
$313K 0.01%
+1,552
537
$313K 0.01%
4,690
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538
$310K 0.01%
+5,647
539
$308K 0.01%
+3,835
540
$306K 0.01%
1,304
541
$305K 0.01%
2,971
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542
$305K 0.01%
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543
$303K 0.01%
13,911
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544
$302K 0.01%
4,731
-78
545
$302K 0.01%
3,959
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546
$302K 0.01%
+2,272
547
$299K 0.01%
5,285
+204
548
$299K 0.01%
6,710
-1,151
549
$298K 0.01%
4,359
+851
550
$298K 0.01%
1,204
+104
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