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
$1.15B
AUM Growth
+$67.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$8.87M
2
+$7.1M
3
+$5.28M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$4.12M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.63M

Top Sells

1
+$5.38M
2
+$3.93M
3
+$3.15M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.52M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.82M

Sector Composition

1 Technology 0.47%
2 Communication Services 0.38%
3 Financials 0.35%
4 Consumer Discretionary 0.3%
5 Consumer Staples 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
0
52
$433K 0.04%
+5,651
53
$407K 0.04%
+2,202
54
$396K 0.03%
+3,541
55
$381K 0.03%
+7,040
56
$371K 0.03%
+3,272
57
$368K 0.03%
+2,955
58
$364K 0.03%
+194
59
$359K 0.03%
+1,683
60
$354K 0.03%
15,000
61
$351K 0.03%
+6,165
62
$346K 0.03%
11,975
+4,700
63
$344K 0.03%
+2,083
64
$334K 0.03%
+6,097
65
$332K 0.03%
+3,832
66
$331K 0.03%
+8,579
67
$331K 0.03%
+3,946
68
$325K 0.03%
+2,842
69
$318K 0.03%
1
70
$300K 0.03%
+2,151
71
$297K 0.03%
+6,530
72
$297K 0.03%
+2,201
73
$294K 0.03%
+3,871
74
$293K 0.03%
+4,036
75
$284K 0.02%
+6,560
1 2
3
4