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
$4.21B
AUM Growth
+$854M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$118M
2
+$54.2M
3
+$47.2M
4
JNJ icon
Johnson & Johnson
JNJ
+$42.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$27.4M

Top Sells

1
+$18.9M
2
+$8.5M
3
+$4.76M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.29M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.91M

Sector Composition

1 Technology 5%
2 Financials 3.74%
3 Healthcare 3.48%
4 Consumer Discretionary 2.71%
5 Communication Services 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$277K 0.01%
+2,727
577
$276K 0.01%
3,256
+759
578
$276K 0.01%
4,862
579
$275K 0.01%
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580
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581
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5,269
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583
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584
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585
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4,210
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586
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587
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1,350
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588
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$266K 0.01%
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590
$266K 0.01%
7,667
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591
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592
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593
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16,240
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595
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3,123
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596
$261K 0.01%
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597
$261K 0.01%
+2,626
598
$261K 0.01%
+1,550
599
$260K 0.01%
4,714
600
$260K 0.01%
2,428
+110
22 23
24
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