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
$3.36B
AUM Growth
+$1.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
601
New
Increased
Reduced
Closed

Top Buys

1
+$177M
2
+$152M
3
+$117M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$79.9M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$71M

Top Sells

1
+$18.7M
2
+$4.68M
3
+$4.36M
4
TIF
Tiffany & Co.
TIF
+$3.7M
5
RPRX icon
Royalty Pharma
RPRX
+$2.21M

Sector Composition

1 Technology 4.7%
2 Financials 3.38%
3 Healthcare 2.44%
4 Consumer Discretionary 2.27%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$38K ﹤0.01%
+12,000
577
$34K ﹤0.01%
+10,960
578
$32K ﹤0.01%
10,510
-11,139
579
$31K ﹤0.01%
13,855
580
$13K ﹤0.01%
+10,500
581
– –
-14,415
582
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-6,440
583
– –
-19,825
584
– –
-3,328
585
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-6,112
586
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-20,800
587
– –
-519,330
588
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-7,510
589
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590
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591
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592
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-972
593
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-11,144
594
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595
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596
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-52,560
597
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598
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599
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600
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-12,478
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