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
$16.7B
AUM Growth
+$6.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
837
New
Increased
Reduced
Closed

Top Buys

1
+$1.48B
2
+$606M
3
+$601M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$459M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$403M

Top Sells

1
+$9.65M
2
+$4.68M
3
+$3.48M
4
OKE icon
Oneok
OKE
+$3.01M
5
PLTR icon
Palantir
PLTR
+$2.58M

Sector Composition

1 Technology 2.61%
2 Financials 1.9%
3 Consumer Discretionary 0.77%
4 Healthcare 0.76%
5 Consumer Staples 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$385K ﹤0.01%
2,914
+178
577
$383K ﹤0.01%
6,021
-446
578
$380K ﹤0.01%
11,454
-2,444
579
$379K ﹤0.01%
+9,795
580
$378K ﹤0.01%
14,640
581
$377K ﹤0.01%
5,986
-499
582
$377K ﹤0.01%
3,257
+355
583
$376K ﹤0.01%
2,567
+331
584
$375K ﹤0.01%
1,398
-51
585
$373K ﹤0.01%
888
+94
586
$370K ﹤0.01%
+3,494
587
$368K ﹤0.01%
4,322
-221
588
$366K ﹤0.01%
1,734
589
$364K ﹤0.01%
6,059
+14
590
$364K ﹤0.01%
7,392
-332
591
$363K ﹤0.01%
2,617
-43
592
$361K ﹤0.01%
3,914
593
$360K ﹤0.01%
364
-2
594
$359K ﹤0.01%
1,371
-297
595
$356K ﹤0.01%
2,877
+88
596
$354K ﹤0.01%
3,187
-83
597
$354K ﹤0.01%
730
-19
598
$352K ﹤0.01%
5,674
-276
599
$352K ﹤0.01%
15,622
-64
600
$350K ﹤0.01%
10,355
-804
22 23
24
25 26