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
$9.83B
AUM Growth
+$2.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
779
New
Increased
Reduced
Closed

Top Buys

1
+$262M
2
+$158M
3
+$72.9M
4
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$62.7M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$60.8M

Top Sells

1
+$13.8M
2
+$7.51M
3
+$5.6M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$2.46M
5
VT icon
Vanguard Total World Stock ETF
VT
+$2.02M

Sector Composition

1 Technology 3.25%
2 Financials 2.63%
3 Healthcare 1.07%
4 Consumer Discretionary 1.03%
5 Communication Services 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$362K ﹤0.01%
+32,402
577
$361K ﹤0.01%
2,036
+33
578
$360K ﹤0.01%
6,976
-2,661
579
$356K ﹤0.01%
15,043
+9,506
580
$355K ﹤0.01%
4,236
+410
581
$354K ﹤0.01%
+2,028
582
$354K ﹤0.01%
1,704
+14
583
$354K ﹤0.01%
+1,188
584
$350K ﹤0.01%
7,741
+309
585
$347K ﹤0.01%
4,312
586
$346K ﹤0.01%
2,528
587
$345K ﹤0.01%
3,600
588
$344K ﹤0.01%
7,434
-558
589
$344K ﹤0.01%
4,167
+2
590
$343K ﹤0.01%
47,498
591
$343K ﹤0.01%
+24,370
592
$342K ﹤0.01%
12,051
-775
593
$341K ﹤0.01%
32,083
+189
594
$340K ﹤0.01%
17,250
595
$337K ﹤0.01%
+2,933
596
$337K ﹤0.01%
652
-20
597
$334K ﹤0.01%
7,505
+31
598
$332K ﹤0.01%
320
-1
599
$332K ﹤0.01%
4,299
+55
600
$331K ﹤0.01%
+4,118
22 23
24
25 26