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
601
$350K ﹤0.01%
688
-80
602
$349K ﹤0.01%
+7,498
603
$349K ﹤0.01%
6,584
-2,247
604
$348K ﹤0.01%
7,060
+116
605
$348K ﹤0.01%
7,857
+792
606
$346K ﹤0.01%
6,327
-5,634
607
$346K ﹤0.01%
14,305
608
$344K ﹤0.01%
4,536
-785
609
$340K ﹤0.01%
1,456
+510
610
$340K ﹤0.01%
3,698
-95
611
$339K ﹤0.01%
7,680
612
$338K ﹤0.01%
1,901
-4
613
$337K ﹤0.01%
6,921
-79
614
$335K ﹤0.01%
1,447
+261
615
$334K ﹤0.01%
3,931
+37
616
$334K ﹤0.01%
2,988
-247
617
$331K ﹤0.01%
2,064
-109
618
$330K ﹤0.01%
2,552
619
$327K ﹤0.01%
13,058
620
$327K ﹤0.01%
4,745
-399
621
$326K ﹤0.01%
4,571
-692
622
$325K ﹤0.01%
1,391
-317
623
$323K ﹤0.01%
4,185
-363
624
$322K ﹤0.01%
1,869
+11
625
$320K ﹤0.01%
+11,721
23 24
25
26 27