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
$6.06B
AUM Growth
-$62.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$13.9M
3
+$11.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$11.2M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11.1M

Top Sells

1
+$35.3M
2
+$24M
3
+$16.8M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$16.4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.7M

Sector Composition

1 Technology 2.93%
2 Financials 1.92%
3 Healthcare 1.23%
4 Consumer Discretionary 1.04%
5 Communication Services 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$128K ﹤0.01%
30,000
577
$117K ﹤0.01%
60,076
578
$113K ﹤0.01%
+13,087
579
$102K ﹤0.01%
13,200
580
$94.9K ﹤0.01%
10,000
581
$90.3K ﹤0.01%
10,671
582
$86.7K ﹤0.01%
+11,327
583
$83.8K ﹤0.01%
+28,134
584
$80.2K ﹤0.01%
14,640
585
$66.2K ﹤0.01%
18,295
586
$59.2K ﹤0.01%
12,191
587
$44.9K ﹤0.01%
529
588
$33.3K ﹤0.01%
16,086
589
$26.9K ﹤0.01%
20,874
590
$23.4K ﹤0.01%
508
+8
591
$16.3K ﹤0.01%
13
592
$15.8K ﹤0.01%
519
593
$13.3K ﹤0.01%
11,500
-13,384
594
– –
-11,676
595
– –
-1,349
596
– –
-20,205
597
– –
-1,460
598
– –
-55,000
599
– –
-1,626
600
– –
-1,413
21 22 23
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