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
676
$259K ﹤0.01%
+791
677
$258K ﹤0.01%
1,234
+29
678
$258K ﹤0.01%
19,173
-227
679
$257K ﹤0.01%
1,607
-42
680
$257K ﹤0.01%
1,887
+442
681
$256K ﹤0.01%
+2,544
682
$253K ﹤0.01%
14,678
683
$251K ﹤0.01%
2,244
-442
684
$250K ﹤0.01%
+16,078
685
$249K ﹤0.01%
4,429
-1,377
686
$248K ﹤0.01%
+9,925
687
$248K ﹤0.01%
999
+97
688
$246K ﹤0.01%
3,472
-680
689
$246K ﹤0.01%
2,984
-84
690
$243K ﹤0.01%
23,636
691
$243K ﹤0.01%
567
+5
692
$243K ﹤0.01%
+1,003
693
$242K ﹤0.01%
24,196
694
$242K ﹤0.01%
1,000
+7
695
$242K ﹤0.01%
2,963
-462
696
$242K ﹤0.01%
3,017
-157
697
$241K ﹤0.01%
1,892
-201
698
$239K ﹤0.01%
4,091
-5
699
$239K ﹤0.01%
+352
700
$239K ﹤0.01%
+3,028
26 27
28
29 30