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
$6.06B
AUM Growth
-$62.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$13.9M
3
+$11.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$11.2M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11.1M

Top Sells

1
+$35.3M
2
+$24M
3
+$16.8M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$16.4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.7M

Sector Composition

1 Technology 2.93%
2 Financials 1.92%
3 Healthcare 1.23%
4 Consumer Discretionary 1.04%
5 Communication Services 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$222K ﹤0.01%
+2,100
552
$215K ﹤0.01%
2,151
-807
553
$214K ﹤0.01%
+1,288
554
$211K ﹤0.01%
8,621
+63
555
$210K ﹤0.01%
+2,844
556
$208K ﹤0.01%
+7,730
557
$207K ﹤0.01%
+3,135
558
$205K ﹤0.01%
19,033
-800
559
$204K ﹤0.01%
+420
560
$204K ﹤0.01%
25,500
561
$204K ﹤0.01%
11,776
562
$203K ﹤0.01%
+2,055
563
$202K ﹤0.01%
+3,825
564
$202K ﹤0.01%
+2,416
565
$201K ﹤0.01%
6,000
566
$199K ﹤0.01%
+20,864
567
$191K ﹤0.01%
14,678
568
$188K ﹤0.01%
11,583
569
$186K ﹤0.01%
19,215
+1,550
570
$184K ﹤0.01%
36,293
571
$176K ﹤0.01%
16,687
572
$167K ﹤0.01%
13,999
573
$166K ﹤0.01%
14,112
574
$146K ﹤0.01%
18,115
575
$132K ﹤0.01%
14,391
21 22
23
24 25