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
$2.38B
AUM Growth
+$1.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$98.1M
3
+$77.2M
4
ACN icon
Accenture
ACN
+$72.4M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$49M

Top Sells

1
+$40.3M
2
+$8.4M
3
+$1.64M
4
DB icon
Deutsche Bank
DB
+$1.28M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.17M

Sector Composition

1 Technology 7.84%
2 Healthcare 3.67%
3 Financials 3.55%
4 Communication Services 2.33%
5 Consumer Discretionary 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.05M 0.3%
181,198
+176,873
52
$6.95M 0.29%
+70,030
53
$6.75M 0.28%
+166,912
54
$6.56M 0.27%
+199,956
55
$6.28M 0.26%
202,645
+170,328
56
$6.14M 0.26%
+213,486
57
$6.07M 0.25%
113,594
+97,857
58
$6.04M 0.25%
75,628
+10,154
59
$5.98M 0.25%
54,382
+42,165
60
$5.78M 0.24%
130,613
+115,393
61
$5.78M 0.24%
23,179
+19,941
62
$5.65M 0.24%
62,749
+50,143
63
$5.57M 0.23%
46,407
+40,991
64
$5.37M 0.23%
243,922
+173,998
65
$5.03M 0.21%
92,967
+66,667
66
$4.96M 0.21%
70,340
-10,270
67
$4.76M 0.2%
+46,013
68
$4.36M 0.18%
59,334
+47,605
69
$4.33M 0.18%
150,756
+9,566
70
$4.28M 0.18%
65,061
+56,541
71
$4.28M 0.18%
+27,284
72
$4.17M 0.18%
32,236
+514
73
$4.13M 0.17%
42,767
+36,595
74
$4.09M 0.17%
21,913
+17,431
75
$3.87M 0.16%
40,727
+38,909
1 2
3
4 5