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
$16.7B
AUM Growth
+$6.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
837
New
Increased
Reduced
Closed

Top Buys

1
+$1.48B
2
+$606M
3
+$601M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$459M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$403M

Top Sells

1
+$9.65M
2
+$4.68M
3
+$3.48M
4
OKE icon
Oneok
OKE
+$3.01M
5
PLTR icon
Palantir
PLTR
+$2.58M

Sector Composition

1 Technology 2.61%
2 Financials 1.9%
3 Consumer Discretionary 0.77%
4 Healthcare 0.76%
5 Consumer Staples 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$469K ﹤0.01%
6,996
-9
527
$468K ﹤0.01%
15,111
+2,231
528
$466K ﹤0.01%
4,838
+119
529
$463K ﹤0.01%
11,313
-309
530
$460K ﹤0.01%
4,129
+1,319
531
$458K ﹤0.01%
+4,013
532
$458K ﹤0.01%
7,269
+115
533
$454K ﹤0.01%
4,129
-282
534
$454K ﹤0.01%
12,442
-1,353
535
$453K ﹤0.01%
2,249
+40
536
$453K ﹤0.01%
21,115
537
$453K ﹤0.01%
3,980
+897
538
$452K ﹤0.01%
24,308
-105,894
539
$452K ﹤0.01%
2,199
+4
540
$452K ﹤0.01%
4,860
541
$450K ﹤0.01%
17,011
542
$450K ﹤0.01%
2,366
-135
543
$449K ﹤0.01%
16,168
544
$449K ﹤0.01%
9,686
-1,566
545
$447K ﹤0.01%
1,219
-227
546
$445K ﹤0.01%
5,884
+68
547
$443K ﹤0.01%
7,127
-922
548
$443K ﹤0.01%
1,391
-491
549
$441K ﹤0.01%
801
-63
550
$440K ﹤0.01%
10,804
+1,029
20 21
22
23 24