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
$9.83B
AUM Growth
+$2.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
779
New
Increased
Reduced
Closed

Top Buys

1
+$262M
2
+$158M
3
+$72.9M
4
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$62.7M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$60.8M

Top Sells

1
+$13.8M
2
+$7.51M
3
+$5.6M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$2.46M
5
VT icon
Vanguard Total World Stock ETF
VT
+$2.02M

Sector Composition

1 Technology 3.25%
2 Financials 2.63%
3 Healthcare 1.07%
4 Consumer Discretionary 1.03%
5 Communication Services 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$290K ﹤0.01%
11,545
627
$289K ﹤0.01%
1,980
-162
628
$289K ﹤0.01%
+2,552
629
$287K ﹤0.01%
4,925
630
$284K ﹤0.01%
3,663
+322
631
$284K ﹤0.01%
3,605
-79
632
$280K ﹤0.01%
6,200
-63
633
$280K ﹤0.01%
+12,501
634
$278K ﹤0.01%
+3,990
635
$276K ﹤0.01%
356
+85
636
$275K ﹤0.01%
5,771
+153
637
$274K ﹤0.01%
9,322
-863
638
$272K ﹤0.01%
3,465
639
$271K ﹤0.01%
2,308
-8
640
$270K ﹤0.01%
+3,780
641
$270K ﹤0.01%
+5,463
642
$269K ﹤0.01%
3,399
+3
643
$266K ﹤0.01%
+2,614
644
$265K ﹤0.01%
23,636
645
$265K ﹤0.01%
+4,146
646
$264K ﹤0.01%
2,958
-678
647
$263K ﹤0.01%
8,843
+35
648
$262K ﹤0.01%
6,391
+265
649
$262K ﹤0.01%
21,891
+4,226
650
$262K ﹤0.01%
+11,340
24 25
26
27 28