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
$4.21B
AUM Growth
+$854M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$118M
2
+$54.2M
3
+$47.2M
4
JNJ icon
Johnson & Johnson
JNJ
+$42.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$27.4M

Top Sells

1
+$18.9M
2
+$8.5M
3
+$4.76M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.29M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.91M

Sector Composition

1 Technology 5%
2 Financials 3.74%
3 Healthcare 3.48%
4 Consumer Discretionary 2.71%
5 Communication Services 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.4M 0.25%
42,709
+18,975
52
$10.2M 0.24%
333,374
-27,792
53
$10.1M 0.24%
316,892
+38,335
54
$10.1M 0.24%
28,246
+368
55
$9.77M 0.23%
41,168
-239
56
$9.45M 0.22%
71,917
+11,415
57
$9.25M 0.22%
43,707
+6,881
58
$9.15M 0.22%
96,190
-1,061
59
$8.94M 0.21%
29,289
+12,987
60
$8.89M 0.21%
58,379
+7,611
61
$8.83M 0.21%
161,672
+1,264
62
$8.82M 0.21%
23,701
+1,609
63
$8.74M 0.21%
64,505
+17,196
64
$8.7M 0.21%
72,553
+10,701
65
$8.29M 0.2%
63,849
-3,874
66
$7.93M 0.19%
115,634
+63,260
67
$7.46M 0.18%
15,693
+3,024
68
$7.4M 0.18%
40,112
+9,864
69
$7.36M 0.17%
594,633
+111,794
70
$7.25M 0.17%
+198,825
71
$7.08M 0.17%
50,065
+13,185
72
$6.98M 0.17%
132,346
+15,600
73
$6.85M 0.16%
46,544
+1,017
74
$6.82M 0.16%
59,726
-649
75
$6.68M 0.16%
61,120
+19,711
1 2
3
4 5