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
$4.21B
AUM Growth
+$854M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$118M
2
+$54.2M
3
+$47.2M
4
JNJ icon
Johnson & Johnson
JNJ
+$42.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$27.4M

Top Sells

1
+$18.9M
2
+$8.5M
3
+$4.76M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.29M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.91M

Sector Composition

1 Technology 5%
2 Financials 3.74%
3 Healthcare 3.48%
4 Consumer Discretionary 2.71%
5 Communication Services 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$298K 0.01%
2,698
+435
552
$297K 0.01%
21,248
-1,819
553
$296K 0.01%
6,410
554
$296K 0.01%
+496
555
$296K 0.01%
28,200
-15,000
556
$294K 0.01%
11,271
+1,611
557
$294K 0.01%
3,677
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558
$294K 0.01%
1,286
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559
$293K 0.01%
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560
$293K 0.01%
2,586
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561
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562
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1,892
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563
$289K 0.01%
5,813
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564
$288K 0.01%
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565
$288K 0.01%
2,325
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566
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567
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3,128
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569
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2,901
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570
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571
$280K 0.01%
+1,829
572
$279K 0.01%
+10,000
573
$279K 0.01%
+3,184
574
$279K 0.01%
1,006
+97
575
$279K 0.01%
2,205
+120
21 22
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