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
$4.82B
AUM Growth
+$1.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$151M
2
+$99.2M
3
+$81.8M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$60.7M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$59.6M

Top Sells

1
+$25.6M
2
+$14.4M
3
+$13.8M
4
TSLA icon
Tesla
TSLA
+$5.52M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.22M

Sector Composition

1 Technology 2.87%
2 Financials 2.73%
3 Consumer Discretionary 1.75%
4 Healthcare 1.3%
5 Communication Services 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$201K ﹤0.01%
3,142
-100
552
$200K ﹤0.01%
+4,305
553
$200K ﹤0.01%
+1,670
554
$195K ﹤0.01%
13,867
555
$179K ﹤0.01%
13,198
+910
556
$158K ﹤0.01%
13,270
557
$147K ﹤0.01%
+12,654
558
$146K ﹤0.01%
+10,189
559
$136K ﹤0.01%
+10,000
560
$134K ﹤0.01%
+12,905
561
$132K ﹤0.01%
+6,964
562
$127K ﹤0.01%
+14,348
563
$124K ﹤0.01%
+23,879
564
$117K ﹤0.01%
10,671
565
$111K ﹤0.01%
500
566
$101K ﹤0.01%
20,000
567
$101K ﹤0.01%
10,000
568
$95K ﹤0.01%
+13,538
569
$80K ﹤0.01%
+1,580
570
$77K ﹤0.01%
+10,478
571
$66K ﹤0.01%
+6,250
572
$61K ﹤0.01%
+11,750
573
$54K ﹤0.01%
13,855
574
$52K ﹤0.01%
+21,326
575
$41K ﹤0.01%
10,500
21 22
23
24 25