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
$3.36B
AUM Growth
+$1.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
601
New
Increased
Reduced
Closed

Top Buys

1
+$177M
2
+$152M
3
+$117M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$79.9M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$71M

Top Sells

1
+$18.7M
2
+$4.68M
3
+$4.36M
4
TIF
Tiffany & Co.
TIF
+$3.7M
5
RPRX icon
Royalty Pharma
RPRX
+$2.21M

Sector Composition

1 Technology 4.7%
2 Financials 3.38%
3 Healthcare 2.44%
4 Consumer Discretionary 2.27%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$203K 0.01%
+4,146
552
$202K 0.01%
+4,241
553
$202K 0.01%
+2,855
554
$201K 0.01%
+2,232
555
$200K 0.01%
+1,119
556
$200K 0.01%
9,424
-23,356
557
$188K 0.01%
12,622
+23
558
$181K 0.01%
14,321
+3,381
559
$179K 0.01%
+37,246
560
$165K ﹤0.01%
+12,443
561
$160K ﹤0.01%
+13,641
562
$156K ﹤0.01%
13,270
-4,975
563
$139K ﹤0.01%
+11,780
564
$123K ﹤0.01%
+10,796
565
$122K ﹤0.01%
+10,323
566
$117K ﹤0.01%
13,838
-1,649
567
$113K ﹤0.01%
+14,117
568
$109K ﹤0.01%
11,235
569
$76K ﹤0.01%
17,442
+4,328
570
$69K ﹤0.01%
24,562
+1,160
571
$53K ﹤0.01%
+500
572
$51K ﹤0.01%
+14,276
573
$46K ﹤0.01%
+12,250
574
$45K ﹤0.01%
17,696
+430
575
$39K ﹤0.01%
+652
21 22
23
24 25