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
651
$261K ﹤0.01%
+2,197
652
$260K ﹤0.01%
+2,357
653
$259K ﹤0.01%
+994
654
$257K ﹤0.01%
+5,452
655
$257K ﹤0.01%
8,832
+256
656
$257K ﹤0.01%
1,646
-25
657
$256K ﹤0.01%
18,170
+263
658
$255K ﹤0.01%
+862
659
$254K ﹤0.01%
8,046
+224
660
$254K ﹤0.01%
162
+34
661
$252K ﹤0.01%
6,000
662
$251K ﹤0.01%
6,192
-540
663
$248K ﹤0.01%
+6,567
664
$247K ﹤0.01%
1,774
-23
665
$247K ﹤0.01%
10,151
666
$242K ﹤0.01%
1,524
-25
667
$242K ﹤0.01%
24,154
-199
668
$242K ﹤0.01%
3,326
+4
669
$240K ﹤0.01%
5,322
+12
670
$238K ﹤0.01%
1,326
+39
671
$237K ﹤0.01%
+4,983
672
$237K ﹤0.01%
3,519
+10
673
$236K ﹤0.01%
2,275
-67
674
$236K ﹤0.01%
14,445
+789
675
$236K ﹤0.01%
+8,018
25 26
27
28 29