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
$6.06B
AUM Growth
-$62.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$13.9M
3
+$11.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$11.2M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11.1M

Top Sells

1
+$35.3M
2
+$24M
3
+$16.8M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$16.4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.7M

Sector Composition

1 Technology 2.93%
2 Financials 1.92%
3 Healthcare 1.23%
4 Consumer Discretionary 1.04%
5 Communication Services 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$237K ﹤0.01%
8,268
527
$235K ﹤0.01%
+7,720
528
$235K ﹤0.01%
+2,528
529
$235K ﹤0.01%
3,289
-138
530
$235K ﹤0.01%
5,216
+355
531
$234K ﹤0.01%
2,100
+60
532
$234K ﹤0.01%
1,944
-1,160
533
$233K ﹤0.01%
+4,344
534
$231K ﹤0.01%
3,653
-2,493
535
$230K ﹤0.01%
+1,817
536
$229K ﹤0.01%
659
-1
537
$229K ﹤0.01%
+3,897
538
$228K ﹤0.01%
4,783
539
$228K ﹤0.01%
+15,520
540
$227K ﹤0.01%
6,200
-50
541
$227K ﹤0.01%
23,934
+8,983
542
$226K ﹤0.01%
1,375
-489
543
$226K ﹤0.01%
8,172
+15
544
$226K ﹤0.01%
2,102
+224
545
$226K ﹤0.01%
+617
546
$224K ﹤0.01%
4,110
+484
547
$224K ﹤0.01%
3,276
-2,033
548
$223K ﹤0.01%
23,636
549
$223K ﹤0.01%
+3,141
550
$222K ﹤0.01%
+10,476
20 21
22
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