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
626
$319K ﹤0.01%
2,151
627
$319K ﹤0.01%
7,505
628
$318K ﹤0.01%
47,498
-26
629
$317K ﹤0.01%
1,567
-227
630
$316K ﹤0.01%
4,767
+1,238
631
$315K ﹤0.01%
6,884
-1,000
632
$314K ﹤0.01%
3,095
633
$313K ﹤0.01%
7,542
634
$308K ﹤0.01%
10,808
+2,602
635
$308K ﹤0.01%
4,168
636
$306K ﹤0.01%
+9,122
637
$305K ﹤0.01%
6,361
-1,653
638
$305K ﹤0.01%
6,641
+111
639
$303K ﹤0.01%
8,320
+784
640
$299K ﹤0.01%
8,265
-612
641
$296K ﹤0.01%
4,676
+203
642
$296K ﹤0.01%
1,163
-18
643
$296K ﹤0.01%
2,983
644
$295K ﹤0.01%
19,512
645
$294K ﹤0.01%
2,298
+19
646
$292K ﹤0.01%
8,406
+61
647
$290K ﹤0.01%
11,545
648
$289K ﹤0.01%
+2,669
649
$287K ﹤0.01%
2,939
-1
650
$287K ﹤0.01%
+4,187
24 25
26
27 28