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
$7.04B
AUM Growth
+$984M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1
+$64M
2
+$44.9M
3
+$44M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$28.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$22M

Top Sells

1
+$17.3M
2
+$8.23M
3
+$5M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$4.94M
5
VV icon
Vanguard Large-Cap ETF
VV
+$4.59M

Sector Composition

1 Technology 3.12%
2 Financials 1.85%
3 Healthcare 1.18%
4 Consumer Discretionary 1.11%
5 Communication Services 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$266K ﹤0.01%
15,266
552
$265K ﹤0.01%
1,712
-1,049
553
$265K ﹤0.01%
+2,045
554
$264K ﹤0.01%
3,443
-1,919
555
$263K ﹤0.01%
+3,810
556
$262K ﹤0.01%
23,058
+380
557
$262K ﹤0.01%
19,033
558
$262K ﹤0.01%
1,736
-208
559
$260K ﹤0.01%
4,508
-87
560
$259K ﹤0.01%
+1,942
561
$258K ﹤0.01%
+2,827
562
$257K ﹤0.01%
1,946
-144
563
$256K ﹤0.01%
+3,001
564
$255K ﹤0.01%
4,816
+33
565
$254K ﹤0.01%
+996
566
$250K ﹤0.01%
+6,670
567
$249K ﹤0.01%
2,500
-9
568
$249K ﹤0.01%
23,636
569
$245K ﹤0.01%
2,971
-164
570
$245K ﹤0.01%
135,305
571
$244K ﹤0.01%
353,575
572
$239K ﹤0.01%
+4,126
573
$238K ﹤0.01%
3,476
+126
574
$235K ﹤0.01%
1,375
+87
575
$234K ﹤0.01%
1,886
-214
21 22
23
24 25