We are live on ! Find out more
WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $12.7B
1-Year Est. Return 17.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.52B
AUM Growth
-$299M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
647
New
Increased
Reduced
Closed

Top Buys

1
+$47.8M
2
+$32.3M
3
+$21.2M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$15.4M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$12.6M

Top Sells

1
+$123M
2
+$106M
3
+$99.2M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$59.6M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$41.2M

Sector Composition

1 Technology 4.07%
2 Financials 2.93%
3 Consumer Discretionary 1.54%
4 Healthcare 1.42%
5 Industrials 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
– –
-17,250
552
– –
-10,478
553
– –
-9,011
554
– –
-1,580
555
– –
-5,255
556
– –
-23,000
557
– –
-4,229
558
– –
-37,850
559
– –
-48,650
560
– –
0
561
– –
-20,022
562
– –
-7,250
563
– –
-5,405
564
– –
-3,046
565
– –
-4,191
566
– –
-4,600
567
– –
-12,654
568
– –
-33,364
569
– –
-75,859
570
– –
-112,012
571
– –
-7,398
572
– –
-5,476
573
– –
-4,298
574
– –
-8,134
575
– –
-7,227
21 22
23
24 25