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
$6.12B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$15.6M
3
+$14.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$9.6M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.88M

Top Sells

1
+$44.4M
2
+$28M
3
+$4.79M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.93M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.56M

Sector Composition

1 Technology 2.6%
2 Financials 1.7%
3 Healthcare 0.96%
4 Consumer Discretionary 0.92%
5 Communication Services 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$204K ﹤0.01%
1,739
-20
527
$203K ﹤0.01%
+6,900
528
$203K ﹤0.01%
1,413
-11
529
$202K ﹤0.01%
2,117
-1,177
530
$201K ﹤0.01%
30,000
531
$199K ﹤0.01%
11,583
532
$196K ﹤0.01%
11,676
+184
533
$195K ﹤0.01%
+14,678
534
$193K ﹤0.01%
17,665
-3,961
535
$181K ﹤0.01%
14,112
536
$176K ﹤0.01%
13,999
537
$173K ﹤0.01%
16,687
-4,136
538
$173K ﹤0.01%
57,382
539
$150K ﹤0.01%
+36,293
540
$148K ﹤0.01%
14,951
+15
541
$144K ﹤0.01%
14,391
542
$143K ﹤0.01%
10,000
543
$134K ﹤0.01%
14,640
-1,000
544
$126K ﹤0.01%
+60,076
545
$119K ﹤0.01%
98,395
-239,105
546
$94K ﹤0.01%
13,200
547
$84.7K ﹤0.01%
10,671
548
$73.1K ﹤0.01%
+12,191
549
$60.5K ﹤0.01%
529
-35
550
$58.5K ﹤0.01%
18,295
20 21
22
23 24