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
$3.36B
AUM Growth
+$1.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
601
New
Increased
Reduced
Closed

Top Buys

1
+$177M
2
+$152M
3
+$117M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$79.9M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$71M

Top Sells

1
+$18.7M
2
+$4.68M
3
+$4.36M
4
TIF
Tiffany & Co.
TIF
+$3.7M
5
RPRX icon
Royalty Pharma
RPRX
+$2.21M

Sector Composition

1 Technology 4.7%
2 Financials 3.38%
3 Healthcare 2.44%
4 Consumer Discretionary 2.27%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.26M 0.28%
+41,407
52
$9.01M 0.27%
67,723
-7,319
53
$8.85M 0.26%
160,408
+122,220
54
$8.82M 0.26%
97,251
+1,633
55
$8.54M 0.25%
+278,557
56
$8.36M 0.25%
36,072
+19,653
57
$8.05M 0.24%
36,826
+8,679
58
$7.75M 0.23%
22,092
+11,327
59
$7.2M 0.21%
60,502
+42,901
60
$6.77M 0.2%
61,852
+23,721
61
$6.58M 0.2%
47,309
+27,756
62
$6.45M 0.19%
50,768
+23,150
63
$6.43M 0.19%
45,527
+41,827
64
$6.4M 0.19%
116,746
+88,748
65
$6.34M 0.19%
12,669
+2,753
66
$6.08M 0.18%
165,264
+118,327
67
$5.81M 0.17%
60,375
+935
68
$5.8M 0.17%
79,570
+42,314
69
$5.56M 0.17%
23,734
+4,589
70
$5.49M 0.16%
59,996
-17,574
71
$5.48M 0.16%
30,248
+18,653
72
$5.47M 0.16%
36,880
+24,547
73
$5.46M 0.16%
+25,765
74
$5.06M 0.15%
+482,839
75
$4.88M 0.15%
397,189
-50,903
1 2
3
4 5