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
$1.43B
AUM Growth
-$955M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$3.6M
3
+$2.47M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.33M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$813K

Top Sells

1
+$132M
2
+$106M
3
+$93.7M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$82.4M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$54.6M

Sector Composition

1 Technology 3.9%
2 Financials 3.36%
3 Healthcare 2.46%
4 Communication Services 1.72%
5 Consumer Discretionary 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.19M 0.22%
36,861
-3,306
52
$3.06M 0.21%
15,918
-35,695
53
$2.98M 0.21%
17,124
-4,630
54
$2.87M 0.2%
20,386
-40,637
55
$2.75M 0.19%
30,090
-15,632
56
$2.74M 0.19%
12,774
-436,170
57
$2.45M 0.17%
44,488
-155,804
58
$2.28M 0.16%
12,194
-1,784
59
$2.25M 0.16%
18,790
-35,592
60
$2.19M 0.15%
42,296
-32,032
61
$2.18M 0.15%
31,408
-17,729
62
$2.16M 0.15%
22,957
-39,792
63
$2.14M 0.15%
39,538
-14,189
64
$2.08M 0.14%
11,630
-39,290
65
$2.06M 0.14%
8,223
-13,690
66
$2.04M 0.14%
34,139
-58,828
67
$1.98M 0.14%
35,658
68
$1.98M 0.14%
14,461
+496
69
$1.88M 0.13%
40,302
-57,718
70
$1.87M 0.13%
7,829
+2,873
71
$1.77M 0.12%
17,790
-16,052
72
$1.76M 0.12%
6,814
-62
73
$1.74M 0.12%
33,762
-3,760
74
$1.74M 0.12%
11,670
-2,560
75
$1.7M 0.12%
4,199
+729
1 2
3
4 5