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
$6.12B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1 +$43.6M
2 +$15.6M
3 +$14.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$9.6M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.88M

Top Sells

1 +$44.4M
2 +$28M
3 +$4.79M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.93M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.56M

Sector Composition

1 Technology 2.6%
2 Financials 1.7%
3 Healthcare 0.96%
4 Consumer Discretionary 0.92%
5 Communication Services 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
-666