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
$5.5B
AUM Growth
+$711M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$41.3M
2
+$40.1M
3
+$37.9M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$27.1M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$26.1M

Top Sells

1
+$23.2M
2
+$7.67M
3
+$7.4M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$6.19M
5
VTV icon
Vanguard Value ETF
VTV
+$5.76M

Sector Composition

1 Technology 2.3%
2 Financials 1.86%
3 Healthcare 1.41%
4 Consumer Discretionary 0.94%
5 Consumer Staples 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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607
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608
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-50,000
609
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