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
$1.68B
AUM Growth
+$251M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$10.9M
3
+$8.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.58M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$7.29M

Top Sells

1
+$12.2M
2
+$5.44M
3
+$1.72M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.62M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.1M

Sector Composition

1 Technology 4.13%
2 Financials 3.23%
3 Healthcare 2.68%
4 Communication Services 1.83%
5 Consumer Discretionary 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.92M 0.23%
63,090
+110
52
$3.79M 0.23%
28,138
+2,132
53
$3.77M 0.22%
19,145
+2,021
54
$3.7M 0.22%
31,964
-60
55
$3.68M 0.22%
42,586
+5,725
56
$3.63M 0.22%
41,459
+4,486
57
$3.6M 0.21%
14,314
+2,120
58
$3.55M 0.21%
15,705
+2,931
59
$3.5M 0.21%
16,419
+4,789
60
$3.45M 0.21%
23,170
+2,784
61
$3.36M 0.2%
10,765
+5,132
62
$3.05M 0.18%
101,842
-65
63
$2.87M 0.17%
17,376
+2,915
64
$2.85M 0.17%
+132,167
65
$2.8M 0.17%
47,008
+2,520
66
$2.72M 0.16%
19,553
+763
67
$2.66M 0.16%
27,618
+4,661
68
$2.63M 0.16%
9,467
+1,244
69
$2.37M 0.14%
37,256
+29,059
70
$2.33M 0.14%
8,398
+1,584
71
$2.29M 0.14%
4,732
+533
72
$2.27M 0.14%
72,630
-54,995
73
$2.25M 0.13%
166,000
+23,560
74
$2.25M 0.13%
29,739
-1,669
75
$2.22M 0.13%
+48,509
1 2
3
4 5