WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $17.8B
1-Year Est. Return 13.58%
This Quarter Est. Return
1 Year Est. Return
+13.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.81B
AUM Growth
+$311M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$86.9M
2
+$59.1M
3
+$21.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$18.7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$17.4M

Top Sells

1
+$73.3M
2
+$15.6M
3
+$8.75M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.22M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$5.43M

Sector Composition

1 Technology 3.34%
2 Financials 2.84%
3 Consumer Discretionary 1.12%
4 Healthcare 1.06%
5 Communication Services 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$320K ﹤0.01%
4,247
-250
527
$319K ﹤0.01%
2,003
+259
528
$319K ﹤0.01%
4,740
-500
529
$318K ﹤0.01%
3,066
-193
530
$317K ﹤0.01%
5,742
-156
531
$316K ﹤0.01%
10,185
+2,538
532
$310K ﹤0.01%
29,867
533
$309K ﹤0.01%
2,605
-120
534
$306K ﹤0.01%
5,999
-622
535
$306K ﹤0.01%
15,266
536
$305K ﹤0.01%
47,498
537
$305K ﹤0.01%
4,156
-44
538
$303K ﹤0.01%
2,151
+135
539
$300K ﹤0.01%
2,563
-55
540
$300K ﹤0.01%
672
+117
541
$298K ﹤0.01%
3,636
+105
542
$298K ﹤0.01%
+4,043
543
$297K ﹤0.01%
+2,151
544
$297K ﹤0.01%
2,500
545
$297K ﹤0.01%
633
-108
546
$295K ﹤0.01%
3,826
+80
547
$293K ﹤0.01%
7,719
+323
548
$290K ﹤0.01%
16,412
+412
549
$290K ﹤0.01%
321
-3
550
$289K ﹤0.01%
7,432
+1,187
20 21
22
23 24