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
701
$206K ﹤0.01%
+1,892
702
$206K ﹤0.01%
1,859
-304
703
$206K ﹤0.01%
+144
704
$205K ﹤0.01%
+1,728
705
$205K ﹤0.01%
+3,930
706
$204K ﹤0.01%
+1,641
707
$204K ﹤0.01%
+1,500
708
$204K ﹤0.01%
+2,473
709
$202K ﹤0.01%
750
-1,688
710
$202K ﹤0.01%
+1,445
711
$202K ﹤0.01%
+1,237
712
$202K ﹤0.01%
6,804
-392
713
$201K ﹤0.01%
+448
714
$201K ﹤0.01%
4,235
-3,990
715
$201K ﹤0.01%
+4,255
716
$201K ﹤0.01%
+397
717
$199K ﹤0.01%
16,687
718
$188K ﹤0.01%
29,867
719
$179K ﹤0.01%
13,999
720
$169K ﹤0.01%
20,467
-7,417
721
$156K ﹤0.01%
14,391
722
$154K ﹤0.01%
12,000
723
$151K ﹤0.01%
30,000
724
$137K ﹤0.01%
187,287
+50,000
725
$133K ﹤0.01%
15,000
27 28
29
30 31