WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $17.8B
1-Year Est. Return 13.58%
This Quarter Est. Return
1 Year Est. Return
+13.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.81B
AUM Growth
+$311M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$86.9M
2
+$59.1M
3
+$21.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$18.7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$17.4M

Top Sells

1
+$73.3M
2
+$15.6M
3
+$8.75M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.22M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$5.43M

Sector Composition

1 Technology 3.34%
2 Financials 2.84%
3 Consumer Discretionary 1.12%
4 Healthcare 1.06%
5 Communication Services 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$287K ﹤0.01%
640
+157
552
$287K ﹤0.01%
11,545
553
$284K ﹤0.01%
1,666
+29
554
$281K ﹤0.01%
2,031
+90
555
$281K ﹤0.01%
+34,000
556
$277K ﹤0.01%
2,142
+451
557
$276K ﹤0.01%
5,500
-2,959
558
$272K ﹤0.01%
3,095
-28
559
$272K ﹤0.01%
4,312
-4,346
560
$270K ﹤0.01%
8,299
+98
561
$270K ﹤0.01%
4,925
+109
562
$270K ﹤0.01%
6,263
-3,096
563
$268K ﹤0.01%
1,378
-92
564
$267K ﹤0.01%
12,518
-17,655
565
$265K ﹤0.01%
2,055
-129
566
$262K ﹤0.01%
23,636
567
$262K ﹤0.01%
+3,684
568
$261K ﹤0.01%
2,528
569
$260K ﹤0.01%
+3,540
570
$260K ﹤0.01%
3,465
-13,710
571
$259K ﹤0.01%
478
-32
572
$255K ﹤0.01%
+5,618
573
$254K ﹤0.01%
1,262
+46
574
$254K ﹤0.01%
3,396
-240
575
$254K ﹤0.01%
2,880
+607
21 22
23
24 25