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
651
$286K ﹤0.01%
4,169
-1,998
652
$284K ﹤0.01%
22,500
653
$283K ﹤0.01%
2,436
-460
654
$283K ﹤0.01%
1,365
-54
655
$280K ﹤0.01%
8,970
-1,802
656
$279K ﹤0.01%
6,000
657
$279K ﹤0.01%
593
-34
658
$278K ﹤0.01%
963
+32
659
$277K ﹤0.01%
+3,753
660
$277K ﹤0.01%
1,462
+53
661
$276K ﹤0.01%
2,946
-508
662
$275K ﹤0.01%
+1,722
663
$274K ﹤0.01%
3,878
664
$273K ﹤0.01%
5,618
665
$272K ﹤0.01%
+10,180
666
$272K ﹤0.01%
+1,198
667
$270K ﹤0.01%
5,125
-7,605
668
$270K ﹤0.01%
2,063
-61
669
$264K ﹤0.01%
4,004
+3
670
$263K ﹤0.01%
2,114
+21
671
$261K ﹤0.01%
601
-427
672
$261K ﹤0.01%
3,239
+79
673
$261K ﹤0.01%
6,000
674
$260K ﹤0.01%
5,790
675
$259K ﹤0.01%
+6,297
25 26
27
28 29