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
651
$32.1K ﹤0.01%
28,134
652
$31.8K ﹤0.01%
10,140
653
$27.8K ﹤0.01%
20,874
654
$25.3K ﹤0.01%
+1,250
655
$24.1K ﹤0.01%
+10,000
656
$20.2K ﹤0.01%
+10,000
657
$16.4K ﹤0.01%
519
658
$16.1K ﹤0.01%
23,300
659
$12.3K ﹤0.01%
554
+25
660
$7.8K ﹤0.01%
2,900
661
$5.37K ﹤0.01%
500
662
$2.18K ﹤0.01%
13
663
– –
-4,870
664
– –
-1,190
665
– –
-25,500
666
– –
-36,393
667
– –
-1,187
668
– –
-126,992
669
– –
-44,848
670
– –
-6,927
671
– –
-609
672
– –
-10,778
673
– –
-9,641
674
– –
-4,736
675
– –
-26,806
24 25 26
27
28