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
676
$201K ﹤0.01%
+1,971
677
$201K ﹤0.01%
+3,311
678
$201K ﹤0.01%
12,753
+2,430
679
$193K ﹤0.01%
14,219
680
$193K ﹤0.01%
+10,454
681
$187K ﹤0.01%
1,338
+220
682
$179K ﹤0.01%
15,309
+3,529
683
$155K ﹤0.01%
+11,627
684
$154K ﹤0.01%
13,270
685
$152K ﹤0.01%
+10,959
686
$151K ﹤0.01%
+31
687
$142K ﹤0.01%
+10,063
688
$136K ﹤0.01%
10,796
689
$136K ﹤0.01%
+770
690
$127K ﹤0.01%
+20,000
691
$111K ﹤0.01%
12,145
-1,693
692
$109K ﹤0.01%
11,235
693
$79K ﹤0.01%
25,020
+458
694
$75K ﹤0.01%
13,000
+1,000
695
$68K ﹤0.01%
17,528
+86
696
$55K ﹤0.01%
500
697
$51K ﹤0.01%
17,696
698
$48K ﹤0.01%
14,276
699
$44K ﹤0.01%
652
700
$37K ﹤0.01%
10,894
+384
25 26 27
28
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