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WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $12.7B
1-Year Est. Return 17.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.32%
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
+$41.5M
2
+$41.5M
3
+$37M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$26.2M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$25.7M

Top Sells

1
+$22.2M
2
+$7.71M
3
+$7.46M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$6.16M
5
VTV icon
Vanguard Value ETF
VTV
+$5.65M

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
601
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-91,389
602
– –
-50,000
603
– –
-22,509
604
– –
-138,926
605
– –
-25,751
606
– –
-9,751
607
– –
-34,085
608
– –
-8,903
609
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-3,422
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