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
$9.83B
AUM Growth
+$2.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
779
New
Increased
Reduced
Closed

Top Buys

1
+$262M
2
+$158M
3
+$72.9M
4
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$62.7M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$60.8M

Top Sells

1
+$13.8M
2
+$7.51M
3
+$5.6M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$2.46M
5
VT icon
Vanguard Total World Stock ETF
VT
+$2.02M

Sector Composition

1 Technology 3.25%
2 Financials 2.63%
3 Healthcare 1.07%
4 Consumer Discretionary 1.03%
5 Communication Services 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$433K ﹤0.01%
21,593
-8,940
527
$431K ﹤0.01%
3,368
+1,182
528
$430K ﹤0.01%
+1,946
529
$429K ﹤0.01%
6,884
-311
530
$427K ﹤0.01%
+3,461
531
$424K ﹤0.01%
4,234
-261
532
$422K ﹤0.01%
5,049
+558
533
$422K ﹤0.01%
48,787
534
$420K ﹤0.01%
6,453
+1,713
535
$419K ﹤0.01%
2,008
-2
536
$418K ﹤0.01%
13,292
537
$418K ﹤0.01%
3,524
+1,183
538
$418K ﹤0.01%
20,429
539
$414K ﹤0.01%
1,477
+205
540
$414K ﹤0.01%
64,566
541
$413K ﹤0.01%
16,515
-1,871
542
$411K ﹤0.01%
+1,869
543
$411K ﹤0.01%
12,138
+294
544
$406K ﹤0.01%
2,129
-22
545
$402K ﹤0.01%
3,637
-43
546
$400K ﹤0.01%
4,780
+533
547
$399K ﹤0.01%
6,786
+784
548
$396K ﹤0.01%
2,965
+173
549
$395K ﹤0.01%
780
+140
550
$395K ﹤0.01%
+9,407
20 21
22
23 24