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
$16.7B
AUM Growth
+$6.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
837
New
Increased
Reduced
Closed

Top Buys

1
+$1.48B
2
+$606M
3
+$601M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$459M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$403M

Top Sells

1
+$9.65M
2
+$4.68M
3
+$3.48M
4
OKE icon
Oneok
OKE
+$3.01M
5
PLTR icon
Palantir
PLTR
+$2.58M

Sector Composition

1 Technology 2.61%
2 Financials 1.9%
3 Consumer Discretionary 0.77%
4 Healthcare 0.76%
5 Consumer Staples 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$438K ﹤0.01%
2,537
-219
552
$434K ﹤0.01%
6,061
553
$433K ﹤0.01%
1,446
+585
554
$431K ﹤0.01%
4,793
+572
555
$428K ﹤0.01%
978
-27
556
$427K ﹤0.01%
44,285
557
$424K ﹤0.01%
8,628
558
$423K ﹤0.01%
1,182
-1
559
$422K ﹤0.01%
39,064
560
$420K ﹤0.01%
22,750
561
$420K ﹤0.01%
48,787
562
$417K ﹤0.01%
6,363
-148
563
$416K ﹤0.01%
7,273
-100
564
$414K ﹤0.01%
3,500
-1,090
565
$414K ﹤0.01%
8,162
-4,356
566
$410K ﹤0.01%
619
+22
567
$405K ﹤0.01%
9,767
-3,640
568
$402K ﹤0.01%
13,039
-364
569
$402K ﹤0.01%
6,739
-6,455
570
$400K ﹤0.01%
4,253
+48
571
$400K ﹤0.01%
2,777
+39
572
$395K ﹤0.01%
13,574
573
$393K ﹤0.01%
5,264
-174
574
$387K ﹤0.01%
2,807
-734
575
$386K ﹤0.01%
2,965
-23
21 22
23
24 25