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
$5.5B
AUM Growth
+$711M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$41.3M
2
+$40.1M
3
+$37.9M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$27.1M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$26.1M

Top Sells

1
+$23.2M
2
+$7.67M
3
+$7.4M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$6.19M
5
VTV icon
Vanguard Value ETF
VTV
+$5.76M

Sector Composition

1 Technology 2.3%
2 Financials 1.86%
3 Healthcare 1.41%
4 Consumer Discretionary 0.94%
5 Consumer Staples 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$166K ﹤0.01%
16,087
552
$157K ﹤0.01%
15,266
553
$128K ﹤0.01%
+10,093
554
$121K ﹤0.01%
14,112
555
$120K ﹤0.01%
61,664
556
$119K ﹤0.01%
30,241
+9,424
557
$115K ﹤0.01%
+14,350
558
$101K ﹤0.01%
+12,683
559
$90.1K ﹤0.01%
504
-82
560
$78.4K ﹤0.01%
10,671
561
$74.2K ﹤0.01%
+26,143
562
$72.5K ﹤0.01%
13,300
563
$72.2K ﹤0.01%
+15,561
564
$69.5K ﹤0.01%
18,295
565
$67.4K ﹤0.01%
+22,840
566
$67.1K ﹤0.01%
+35,906
567
$64.9K ﹤0.01%
500
568
$61.2K ﹤0.01%
13,200
569
$60.2K ﹤0.01%
20,000
570
$57.2K ﹤0.01%
+26,021
571
$55.5K ﹤0.01%
20,874
572
$55.2K ﹤0.01%
+19,728
573
$50.1K ﹤0.01%
+13,347
574
$19.3K ﹤0.01%
11,500
575
$7.01K ﹤0.01%
377
-666
21 22
23
24 25