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
$1.37B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$8.36M
3
+$5.65M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.97M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.39M

Top Sells

1
+$5M
2
+$3.28M
3
+$1.83M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.2M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$834K

Sector Composition

1 Financials 2.34%
2 Technology 1.84%
3 Healthcare 1.12%
4 Communication Services 1.03%
5 Consumer Staples 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.46M 0.11%
29,696
-1,865
52
$1.33M 0.1%
27,758
+5,553
53
$1.23M 0.09%
25,484
+2,236
54
$1.2M 0.09%
32,317
+3,610
55
$1.15M 0.08%
5,456
+600
56
$1.14M 0.08%
16,394
+4,382
57
$1.14M 0.08%
9,429
+1,890
58
$1.09M 0.08%
15,737
+1,244
59
$1.06M 0.08%
6,549
+4,416
60
$1.06M 0.08%
3,208
-78
61
$1.04M 0.08%
29,643
+7,566
62
$1.02M 0.07%
11,729
+2,953
63
$979K 0.07%
4,482
+1,584
64
$952K 0.07%
3,238
+616
65
$916K 0.07%
7,141
+152
66
$906K 0.07%
5,313
+140
67
$893K 0.07%
6,172
+1,557
68
$885K 0.06%
16,072
+1,259
69
$870K 0.06%
6,573
+213
70
$867K 0.06%
9,788
+1,245
71
$858K 0.06%
6,256
+39
72
$842K 0.06%
15,220
+3,430
73
$838K 0.06%
8,275
+345
74
$800K 0.06%
9,206
+4,556
75
$800K 0.06%
16,280
+184
1 2
3
4 5