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
$1.43B
AUM Growth
-$955M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1 +$4.5M
2 +$3.6M
3 +$2.47M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.33M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$813K

Top Sells

1 +$132M
2 +$106M
3 +$93.7M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$82.4M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$54.6M

Sector Composition

1 Technology 3.9%
2 Financials 3.36%
3 Healthcare 2.46%
4 Communication Services 1.72%
5 Consumer Discretionary 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
-13,840