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
$7.04B
AUM Growth
+$984M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1
+$64M
2
+$44.9M
3
+$44M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$28.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$22M

Top Sells

1
+$17.3M
2
+$8.23M
3
+$5M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$4.94M
5
VV icon
Vanguard Large-Cap ETF
VV
+$4.59M

Sector Composition

1 Technology 3.12%
2 Financials 1.85%
3 Healthcare 1.18%
4 Consumer Discretionary 1.11%
5 Communication Services 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$301K ﹤0.01%
3,028
-261
527
$301K ﹤0.01%
2,902
-267
528
$295K ﹤0.01%
+2,006
529
$295K ﹤0.01%
+507
530
$291K ﹤0.01%
5,600
+1,027
531
$291K ﹤0.01%
4,264
+1
532
$290K ﹤0.01%
3,468
+60
533
$289K ﹤0.01%
5,673
+100
534
$288K ﹤0.01%
807
-78
535
$287K ﹤0.01%
10,476
536
$287K ﹤0.01%
4,121
+468
537
$286K ﹤0.01%
11,545
538
$283K ﹤0.01%
4,716
+113
539
$283K ﹤0.01%
47,498
540
$283K ﹤0.01%
29,867
+16,667
541
$277K ﹤0.01%
3,560
-550
542
$276K ﹤0.01%
4,767
+942
543
$274K ﹤0.01%
+27
544
$273K ﹤0.01%
2,528
545
$273K ﹤0.01%
10,210
-376
546
$273K ﹤0.01%
8,691
+70
547
$272K ﹤0.01%
3,358
+69
548
$269K ﹤0.01%
+3,600
549
$268K ﹤0.01%
7,625
550
$268K ﹤0.01%
473
+1
20 21
22
23 24