WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $12.6B
1-Year Est. Return 16.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.52%
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
+$87.5M
2
+$56.8M
3
+$21M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$18M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$17.5M

Top Sells

1
+$73M
2
+$15.6M
3
+$8.78M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$5.98M
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
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24 25 26
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