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
$3.8B
AUM Growth
-$410M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
718
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$14.2M
3
+$13M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$12.8M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$11M

Top Sells

1
+$49.7M
2
+$36.2M
3
+$30.2M
4
AMZN icon
Amazon
AMZN
+$28.4M
5
META icon
Meta Platforms (Facebook)
META
+$18.4M

Sector Composition

1 Technology 2.11%
2 Financials 1.99%
3 Consumer Discretionary 1.16%
4 Consumer Staples 0.94%
5 Industrials 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.07M 0.24%
173,124
-29,755
52
$8.97M 0.24%
162,240
+568
53
$8.36M 0.22%
50,467
+22,830
54
$8.35M 0.22%
105,805
+20,387
55
$7.9M 0.21%
60,520
-3,329
56
$7.84M 0.21%
140,001
-72,838
57
$7.22M 0.19%
71,320
-24,870
58
$6.93M 0.18%
59,424
-302
59
$6.53M 0.17%
42,164
-4,380
60
$6.24M 0.16%
115,828
+3,599
61
$6.03M 0.16%
21,697
-26,001
62
$6.02M 0.16%
24,878
-2,921
63
$5.92M 0.16%
68,726
+35,085
64
$5.86M 0.15%
62,828
+30,272
65
$5.78M 0.15%
42,980
+10,565
66
$5.28M 0.14%
14,905
+2,182
67
$5.25M 0.14%
408,156
+24,674
68
$5.17M 0.14%
10,520
+101
69
$4.66M 0.12%
38,140
-103,300
70
$4.61M 0.12%
85,118
-47,228
71
$4.46M 0.12%
113,931
-69,436
72
$4.24M 0.11%
160,750
-930
73
$4.05M 0.11%
11,658
-52,997
74
$4.01M 0.11%
25,786
-32,593
75
$3.98M 0.1%
70,991
-68
1 2
3
4 5