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
$4.82B
AUM Growth
+$1.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$151M
2
+$99.2M
3
+$81.8M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$60.7M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$59.6M

Top Sells

1
+$25.6M
2
+$14.4M
3
+$13.8M
4
TSLA icon
Tesla
TSLA
+$5.52M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.22M

Sector Composition

1 Technology 2.87%
2 Financials 2.73%
3 Consumer Discretionary 1.75%
4 Healthcare 1.3%
5 Communication Services 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$223K ﹤0.01%
+4,241
527
$222K ﹤0.01%
+578
528
$222K ﹤0.01%
+1,237
529
$221K ﹤0.01%
+837
530
$221K ﹤0.01%
+2,995
531
$220K ﹤0.01%
+860
532
$220K ﹤0.01%
+3,789
533
$218K ﹤0.01%
+4,318
534
$218K ﹤0.01%
+3,392
535
$218K ﹤0.01%
+1,899
536
$217K ﹤0.01%
7,543
-6,099
537
$216K ﹤0.01%
+2,665
538
$215K ﹤0.01%
+5,405
539
$214K ﹤0.01%
+7,822
540
$212K ﹤0.01%
+1,573
541
$210K ﹤0.01%
+1,408
542
$210K ﹤0.01%
+3,859
543
$208K ﹤0.01%
+3,467
544
$208K ﹤0.01%
4,600
545
$207K ﹤0.01%
+4,022
546
$207K ﹤0.01%
+15,789
547
$205K ﹤0.01%
+472
548
$204K ﹤0.01%
4,229
-882
549
$203K ﹤0.01%
+9,999
550
$202K ﹤0.01%
+2,274
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