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
$4.21B
AUM Growth
+$854M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$118M
2
+$54.2M
3
+$47.2M
4
JNJ icon
Johnson & Johnson
JNJ
+$42.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$27.4M

Top Sells

1
+$18.9M
2
+$8.5M
3
+$4.76M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.29M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.91M

Sector Composition

1 Technology 5%
2 Financials 3.74%
3 Healthcare 3.48%
4 Consumer Discretionary 2.71%
5 Communication Services 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$239K 0.01%
+1,352
627
$238K 0.01%
23,161
628
$236K 0.01%
1,223
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629
$236K 0.01%
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630
$235K 0.01%
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631
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632
$232K 0.01%
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633
$230K 0.01%
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634
$230K 0.01%
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635
$228K 0.01%
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636
$227K 0.01%
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638
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639
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$223K 0.01%
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642
$223K 0.01%
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$221K 0.01%
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646
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4,405
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647
$221K 0.01%
7,377
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648
$218K 0.01%
+4,103
649
$218K 0.01%
+1,032
650
$217K 0.01%
+11,548
24 25
26
27 28