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
701
$237K ﹤0.01%
3,097
702
$237K ﹤0.01%
22,054
-162
703
$234K ﹤0.01%
8,018
704
$233K ﹤0.01%
+4,589
705
$229K ﹤0.01%
2,224
-241
706
$229K ﹤0.01%
2,399
+7
707
$228K ﹤0.01%
1,685
+92
708
$228K ﹤0.01%
6,661
+8
709
$223K ﹤0.01%
+390
710
$222K ﹤0.01%
+3,706
711
$222K ﹤0.01%
+2,740
712
$222K ﹤0.01%
160
-20
713
$221K ﹤0.01%
420
+50
714
$221K ﹤0.01%
+1,496
715
$220K ﹤0.01%
7,285
716
$218K ﹤0.01%
1,946
+122
717
$218K ﹤0.01%
+8,639
718
$216K ﹤0.01%
108,183
719
$216K ﹤0.01%
3,186
+219
720
$216K ﹤0.01%
7,948
-407
721
$216K ﹤0.01%
4,562
-81
722
$215K ﹤0.01%
1,931
723
$214K ﹤0.01%
5,714
+26
724
$214K ﹤0.01%
11,089
725
$213K ﹤0.01%
1,008
+14
27 28
29
30 31