WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $17.8B
1-Year Est. Return 13.58%
This Quarter Est. Return
1 Year Est. Return
+13.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.81B
AUM Growth
+$311M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$86.9M
2
+$59.1M
3
+$21.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$18.7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$17.4M

Top Sells

1
+$73.3M
2
+$15.6M
3
+$8.75M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.22M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$5.43M

Sector Composition

1 Technology 3.34%
2 Financials 2.84%
3 Consumer Discretionary 1.12%
4 Healthcare 1.06%
5 Communication Services 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$252K ﹤0.01%
3,977
+457
577
$246K ﹤0.01%
8,808
+61
578
$245K ﹤0.01%
17,907
-1,126
579
$245K ﹤0.01%
1,642
-587
580
$242K ﹤0.01%
1,211
-169
581
$242K ﹤0.01%
10,151
582
$240K ﹤0.01%
+108,183
583
$240K ﹤0.01%
+6,732
584
$240K ﹤0.01%
+3,867
585
$239K ﹤0.01%
2,163
+120
586
$237K ﹤0.01%
1,067
-5,193
587
$237K ﹤0.01%
3,165
+105
588
$233K ﹤0.01%
+8,576
589
$233K ﹤0.01%
2,316
-172
590
$233K ﹤0.01%
4,244
591
$232K ﹤0.01%
13,656
+1,880
592
$229K ﹤0.01%
1,882
-1,170
593
$228K ﹤0.01%
+2,186
594
$228K ﹤0.01%
3,322
-188
595
$228K ﹤0.01%
6,000
596
$228K ﹤0.01%
7,822
-606
597
$225K ﹤0.01%
2,342
-2,046
598
$225K ﹤0.01%
1,287
-7
599
$224K ﹤0.01%
271
-54
600
$223K ﹤0.01%
3,509
+10
22 23
24
25 26