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
626
$190K ﹤0.01%
10,872
627
$174K ﹤0.01%
21,120
+97
628
$167K ﹤0.01%
13,999
629
$165K ﹤0.01%
137,287
+1,982
630
$157K ﹤0.01%
5,537
+1
631
$157K ﹤0.01%
14,391
632
$155K ﹤0.01%
+12,000
633
$150K ﹤0.01%
30,000
634
$137K ﹤0.01%
18,115
635
$134K ﹤0.01%
30,030
-190,000
636
$131K ﹤0.01%
26,853
637
$123K ﹤0.01%
12,500
-21,735
638
$123K ﹤0.01%
+15,000
639
$113K ﹤0.01%
15,417
+268
640
$98.7K ﹤0.01%
66,212
+19,157
641
$96.1K ﹤0.01%
60,076
642
$92.5K ﹤0.01%
12,327
+1,000
643
$91.7K ﹤0.01%
10,551
644
$89.7K ﹤0.01%
+44,834
645
$73.8K ﹤0.01%
+10,060
646
$71.8K ﹤0.01%
51,250
647
$61.4K ﹤0.01%
+20,731
648
$57.6K ﹤0.01%
10,000
649
$57.1K ﹤0.01%
12,662
650
$46.4K ﹤0.01%
18,194
24 25
26
27 28