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
$9.83B
AUM Growth
+$2.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
779
New
Increased
Reduced
Closed

Top Buys

1
+$262M
2
+$158M
3
+$72.9M
4
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$62.7M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$60.8M

Top Sells

1
+$13.8M
2
+$7.51M
3
+$5.6M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$2.46M
5
VT icon
Vanguard Total World Stock ETF
VT
+$2.02M

Sector Composition

1 Technology 3.25%
2 Financials 2.63%
3 Healthcare 1.07%
4 Consumer Discretionary 1.03%
5 Communication Services 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$394K ﹤0.01%
+7,519
552
$393K ﹤0.01%
2,445
-323
553
$392K ﹤0.01%
796
-11
554
$391K ﹤0.01%
5,302
+90
555
$388K ﹤0.01%
2,002
-29
556
$383K ﹤0.01%
10,282
+294
557
$382K ﹤0.01%
10,530
-1,468
558
$381K ﹤0.01%
+2,299
559
$381K ﹤0.01%
54,232
560
$380K ﹤0.01%
3,399
561
$378K ﹤0.01%
7,000
-2,778
562
$378K ﹤0.01%
1,038
-78
563
$377K ﹤0.01%
1,504
+143
564
$376K ﹤0.01%
6,063
-607
565
$375K ﹤0.01%
4,819
+410
566
$374K ﹤0.01%
3,250
+132
567
$372K ﹤0.01%
828
-46
568
$372K ﹤0.01%
3,009
+954
569
$371K ﹤0.01%
3,362
-1,244
570
$371K ﹤0.01%
+13,175
571
$369K ﹤0.01%
6,047
+48
572
$368K ﹤0.01%
792
+159
573
$368K ﹤0.01%
+6,045
574
$368K ﹤0.01%
1,896
-124
575
$365K ﹤0.01%
+6,163
21 22
23
24 25