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
651
$217K 0.01%
+707
652
$217K 0.01%
+2,276
653
$216K 0.01%
+4,685
654
$216K 0.01%
+7,246
655
$215K 0.01%
5,525
656
$215K 0.01%
+1,185
657
$214K 0.01%
+6,170
658
$214K 0.01%
+2,061
659
$214K 0.01%
+2,435
660
$214K 0.01%
1,666
-738
661
$212K 0.01%
1,686
662
$207K ﹤0.01%
+500
663
$207K ﹤0.01%
+2,221
664
$206K ﹤0.01%
+5,129
665
$206K ﹤0.01%
3,015
+160
666
$206K ﹤0.01%
+3,474
667
$205K ﹤0.01%
+1,640
668
$204K ﹤0.01%
+936
669
$204K ﹤0.01%
+6,421
670
$204K ﹤0.01%
+4,938
671
$203K ﹤0.01%
+6,494
672
$203K ﹤0.01%
+2,732
673
$203K ﹤0.01%
+1,346
674
$202K ﹤0.01%
+753
675
$201K ﹤0.01%
+1,095
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