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
$7.04B
AUM Growth
+$984M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1
+$64M
2
+$44.9M
3
+$44M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$28.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$22M

Top Sells

1
+$17.3M
2
+$8.23M
3
+$5M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$4.94M
5
VV icon
Vanguard Large-Cap ETF
VV
+$4.59M

Sector Composition

1 Technology 3.12%
2 Financials 1.85%
3 Healthcare 1.18%
4 Consumer Discretionary 1.11%
5 Communication Services 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$234K ﹤0.01%
15,520
577
$232K ﹤0.01%
+3,747
578
$232K ﹤0.01%
2,987
-6
579
$231K ﹤0.01%
+5,281
580
$231K ﹤0.01%
1,398
-773
581
$230K ﹤0.01%
+1,481
582
$230K ﹤0.01%
+2,604
583
$229K ﹤0.01%
+6,372
584
$226K ﹤0.01%
+623
585
$226K ﹤0.01%
+4,393
586
$226K ﹤0.01%
18,115
587
$225K ﹤0.01%
+12,136
588
$224K ﹤0.01%
3,552
-2,543
589
$224K ﹤0.01%
2,280
-136
590
$223K ﹤0.01%
36,393
+100
591
$221K ﹤0.01%
+1,675
592
$221K ﹤0.01%
+1,072
593
$219K ﹤0.01%
+2,561
594
$218K ﹤0.01%
7,647
-83
595
$218K ﹤0.01%
+4,041
596
$218K ﹤0.01%
11,776
597
$217K ﹤0.01%
+2,718
598
$216K ﹤0.01%
+2,682
599
$215K ﹤0.01%
6,000
600
$215K ﹤0.01%
2,081
-3,394
22 23
24
25 26