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
$5.5B
AUM Growth
+$711M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$41.3M
2
+$40.1M
3
+$37.9M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$27.1M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$26.1M

Top Sells

1
+$23.2M
2
+$7.67M
3
+$7.4M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$6.19M
5
VTV icon
Vanguard Value ETF
VTV
+$5.76M

Sector Composition

1 Technology 2.3%
2 Financials 1.86%
3 Healthcare 1.41%
4 Consumer Discretionary 0.94%
5 Consumer Staples 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$215K ﹤0.01%
12,748
-2,095
527
$214K ﹤0.01%
+5,260
528
$214K ﹤0.01%
2,471
529
$212K ﹤0.01%
+4,681
530
$212K ﹤0.01%
11,589
+6
531
$210K ﹤0.01%
+7,297
532
$208K ﹤0.01%
15,790
-8,050
533
$207K ﹤0.01%
+1,786
534
$207K ﹤0.01%
+287
535
$207K ﹤0.01%
+2,575
536
$207K ﹤0.01%
+444
537
$205K ﹤0.01%
+3,309
538
$205K ﹤0.01%
4,725
-2,957
539
$204K ﹤0.01%
+1,459
540
$203K ﹤0.01%
+5,525
541
$203K ﹤0.01%
+4,531
542
$203K ﹤0.01%
+20,823
543
$202K ﹤0.01%
+5,223
544
$202K ﹤0.01%
2,661
-583
545
$200K ﹤0.01%
+5,125
546
$186K ﹤0.01%
14,678
547
$185K ﹤0.01%
+11,209
548
$183K ﹤0.01%
17,405
+1,701
549
$180K ﹤0.01%
46,667
-46
550
$178K ﹤0.01%
13,999
20 21
22
23 24