WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $17.8B
1-Year Est. Return 13.58%
This Quarter Est. Return
1 Year Est. Return
+13.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.81B
AUM Growth
+$311M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$86.9M
2
+$59.1M
3
+$21.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$18.7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$17.4M

Top Sells

1
+$73.3M
2
+$15.6M
3
+$8.75M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.22M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$5.43M

Sector Composition

1 Technology 3.34%
2 Financials 2.84%
3 Consumer Discretionary 1.12%
4 Healthcare 1.06%
5 Communication Services 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$223K ﹤0.01%
1,671
-112
602
$223K ﹤0.01%
24,353
+1,733
603
$222K ﹤0.01%
3,341
-551
604
$220K ﹤0.01%
2,655
605
$219K ﹤0.01%
6,126
+41
606
$216K ﹤0.01%
1,931
607
$214K ﹤0.01%
2,971
+171
608
$214K ﹤0.01%
14,678
609
$212K ﹤0.01%
1,549
-115
610
$212K ﹤0.01%
3,702
-592
611
$211K ﹤0.01%
1,797
+2
612
$210K ﹤0.01%
+2,245
613
$209K ﹤0.01%
+2,695
614
$208K ﹤0.01%
2,719
-125
615
$207K ﹤0.01%
27,884
+8,763
616
$206K ﹤0.01%
2,268
+119
617
$206K ﹤0.01%
+7,196
618
$206K ﹤0.01%
+3,920
619
$205K ﹤0.01%
+1,401
620
$205K ﹤0.01%
+3,830
621
$203K ﹤0.01%
1,754
+23
622
$202K ﹤0.01%
17,665
623
$202K ﹤0.01%
16,687
624
$202K ﹤0.01%
+128
625
$201K ﹤0.01%
2,452
-144
23 24
25
26 27