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
$4.82B
AUM Growth
+$1.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$151M
2
+$99.2M
3
+$81.8M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$60.7M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$59.6M

Top Sells

1
+$25.6M
2
+$14.4M
3
+$13.8M
4
TSLA icon
Tesla
TSLA
+$5.52M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.22M

Sector Composition

1 Technology 2.87%
2 Financials 2.73%
3 Consumer Discretionary 1.75%
4 Healthcare 1.3%
5 Communication Services 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.8M 0.22%
+194,035
52
$10.8M 0.22%
31,719
+20,061
53
$10.6M 0.22%
+59,055
54
$10.3M 0.21%
473,434
-150,375
55
$10.3M 0.21%
336,861
+4,693
56
$10.2M 0.21%
75,263
+1,549
57
$10.2M 0.21%
119,022
-8,202
58
$10.1M 0.21%
171,195
-16,550
59
$9.92M 0.21%
158,439
+7,224
60
$9.77M 0.2%
77,282
+61,765
61
$9.56M 0.2%
37,517
-8,827
62
$8.97M 0.19%
286,626
-6,190
63
$8.92M 0.19%
32,690
+10,993
64
$8.92M 0.19%
54,329
+3,862
65
$8.87M 0.18%
161,995
-245
66
$8.7M 0.18%
347,784
-5,776
67
$8.64M 0.18%
318,452
-54,572
68
$8.45M 0.18%
662,361
-24,427
69
$7.61M 0.16%
66,311
+6,887
70
$7.52M 0.16%
57,751
-2,769
71
$7.33M 0.15%
28,338
-21,357
72
$7.19M 0.15%
+189,924
73
$7.12M 0.15%
71,245
-75
74
$6.92M 0.14%
14,401
+3,881
75
$6.92M 0.14%
42,824
+22,958
1 2
3
4 5