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
$2.38B
AUM Growth
+$1.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$98.1M
3
+$77.2M
4
ACN icon
Accenture
ACN
+$72.4M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$49M

Top Sells

1
+$40.3M
2
+$8.4M
3
+$1.64M
4
DB icon
Deutsche Bank
DB
+$1.28M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.17M

Sector Composition

1 Technology 7.84%
2 Healthcare 3.67%
3 Financials 3.55%
4 Communication Services 2.33%
5 Consumer Discretionary 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$27K ﹤0.01%
13,855
552
$19K ﹤0.01%
+21,000
553
$17K ﹤0.01%
+65,000
554
$16K ﹤0.01%
10,802
-2,879
555
$15K ﹤0.01%
+14,276
556
$12K ﹤0.01%
20,800
557
$4K ﹤0.01%
+10,000
558
– –
-4,592
559
– –
-340
560
– –
-8,214
561
– –
-575
562
– –
-3,106
563
– –
-13,924
564
– –
-8,500
565
– –
-7,181
19 20 21 22
23