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
$5.83B
AUM Growth
+$331M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$46.2M
2
+$28.9M
3
+$22.4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$14.7M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$12.2M

Top Sells

1
+$24.3M
2
+$5.2M
3
+$4.83M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$4.82M
5
GE icon
GE Aerospace
GE
+$4.67M

Sector Composition

1 Technology 2.28%
2 Financials 1.77%
3 Healthcare 1%
4 Communication Services 0.88%
5 Consumer Discretionary 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$30.6K ﹤0.01%
24,884
+13,384
527
$25.7K ﹤0.01%
+519
528
$21.4K ﹤0.01%
+25,200
529
$12.1K ﹤0.01%
710
+333
530
$8.9K ﹤0.01%
+10,000
531
$8.46K ﹤0.01%
666
+457
532
$2.97K ﹤0.01%
30,000
533
– –
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534
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535
– –
-1,459
536
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537
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538
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539
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540
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– –
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546
– –
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547
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548
– –
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549
– –
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550
– –
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