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
676
$236K ﹤0.01%
+2,742
677
$232K ﹤0.01%
14,678
678
$231K ﹤0.01%
1,299
+232
679
$230K ﹤0.01%
1,931
680
$228K ﹤0.01%
4,100
+180
681
$227K ﹤0.01%
2,311
+43
682
$226K ﹤0.01%
+3,641
683
$225K ﹤0.01%
+889
684
$225K ﹤0.01%
+1,779
685
$223K ﹤0.01%
+2,819
686
$222K ﹤0.01%
1,285
+74
687
$221K ﹤0.01%
108,183
688
$220K ﹤0.01%
2,454
+2
689
$220K ﹤0.01%
+3,959
690
$220K ﹤0.01%
+2,851
691
$218K ﹤0.01%
3,478
-224
692
$217K ﹤0.01%
+5,716
693
$216K ﹤0.01%
+1,328
694
$215K ﹤0.01%
+7,007
695
$212K ﹤0.01%
+2,204
696
$211K ﹤0.01%
11,097
+225
697
$211K ﹤0.01%
2,378
-341
698
$210K ﹤0.01%
+5,592
699
$208K ﹤0.01%
+3,516
700
$208K ﹤0.01%
+2,009
26 27
28
29 30