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
$6.12B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$15.6M
3
+$14.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$9.6M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.88M

Top Sells

1
+$44.4M
2
+$28M
3
+$4.79M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.93M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.56M

Sector Composition

1 Technology 2.6%
2 Financials 1.7%
3 Healthcare 0.96%
4 Consumer Discretionary 0.92%
5 Communication Services 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$57.4K ﹤0.01%
20,000
552
$42.6K ﹤0.01%
500
553
$35.9K ﹤0.01%
20,874
554
$35.1K ﹤0.01%
24,884
555
$25.7K ﹤0.01%
519
556
$25.2K ﹤0.01%
13
557
$18.8K ﹤0.01%
16,086
-1
558
$1.95K ﹤0.01%
30,000
559
– –
-22,576
560
– –
-6,813
561
– –
-5,062
562
– –
-4,033
563
– –
-24,518
564
– –
-15,810
565
– –
-454
566
– –
-20,147
567
– –
-25,200
568
– –
-3,171
569
– –
-4,886
570
– –
-5,205
571
– –
-22,830
572
– –
-10,000
573
– –
-27,194
574
– –
-10,000
575
– –
-710
20 21 22
23
24