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
626
$161K ﹤0.01%
30,000
627
$149K ﹤0.01%
14,391
628
$136K ﹤0.01%
+3,583
629
$117K ﹤0.01%
14,640
630
$116K ﹤0.01%
+47,055
631
$112K ﹤0.01%
11,327
632
$105K ﹤0.01%
60,076
633
$83K ﹤0.01%
+51,250
634
$68.5K ﹤0.01%
17,395
-900
635
$57.5K ﹤0.01%
12,191
636
$41.1K ﹤0.01%
529
637
$40.7K ﹤0.01%
11,879
-4,207
638
$29.4K ﹤0.01%
20,874
639
$27.4K ﹤0.01%
28,134
640
$22.7K ﹤0.01%
519
641
$19.9K ﹤0.01%
508
642
$8.69K ﹤0.01%
11,500
643
$6.68K ﹤0.01%
13
644
– –
-2,183
645
– –
-126,992
646
– –
-1,817
647
– –
-23,686
648
– –
-7,720
649
– –
-420
650
– –
-13,087
23 24 25
26
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