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
$7.04B
AUM Growth
+$984M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1
+$64M
2
+$44.9M
3
+$44M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$28.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$22M

Top Sells

1
+$17.3M
2
+$8.23M
3
+$5M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$4.94M
5
VV icon
Vanguard Large-Cap ETF
VV
+$4.59M

Sector Composition

1 Technology 3.12%
2 Financials 1.85%
3 Healthcare 1.18%
4 Consumer Discretionary 1.11%
5 Communication Services 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$215K ﹤0.01%
2,753
-523
602
$213K ﹤0.01%
+4,550
603
$213K ﹤0.01%
+2,360
604
$213K ﹤0.01%
+6,085
605
$212K ﹤0.01%
+1,489
606
$211K ﹤0.01%
25,500
607
$211K ﹤0.01%
+9,593
608
$211K ﹤0.01%
+2,184
609
$210K ﹤0.01%
+7,298
610
$208K ﹤0.01%
+1,924
611
$208K ﹤0.01%
+4,584
612
$206K ﹤0.01%
22,919
-1,015
613
$206K ﹤0.01%
10,990
+990
614
$205K ﹤0.01%
2,848
+4
615
$204K ﹤0.01%
14,678
616
$202K ﹤0.01%
+1,931
617
$201K ﹤0.01%
+4,230
618
$201K ﹤0.01%
11,583
619
$200K ﹤0.01%
+1,390
620
$200K ﹤0.01%
+920
621
$194K ﹤0.01%
17,665
-1,550
622
$189K ﹤0.01%
16,687
623
$178K ﹤0.01%
20,954
+90
624
$175K ﹤0.01%
13,999
625
$169K ﹤0.01%
14,912
+800
23 24
25
26 27