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
$4.78B
AUM Growth
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$50.4M
2
+$30.5M
3
+$21.2M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$21M
5
VUG icon
Vanguard Growth ETF
VUG
+$20.3M

Top Sells

1
+$24.4M
2
+$7.26M
3
+$4.1M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$4.02M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4M

Sector Composition

1 Technology 2.2%
2 Financials 1.84%
3 Healthcare 1.21%
4 Consumer Discretionary 1.01%
5 Communication Services 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14.4M 0.3%
641,468
+28,208
52
$13.7M 0.29%
112,226
+96,132
53
$12.9M 0.27%
75,431
+70,533
54
$12.4M 0.26%
75,998
+26,659
55
$12.3M 0.26%
90,631
+8,765
56
$12.3M 0.26%
474,548
-23,700
57
$11.9M 0.25%
894,980
+21,910
58
$11.8M 0.25%
207,566
+2,363
59
$11.4M 0.24%
66,394
-450
60
$11.2M 0.23%
207,643
-2,887
61
$10.5M 0.22%
211,418
+32,036
62
$10.4M 0.22%
53,386
+26,842
63
$9.87M 0.21%
107,724
-11,178
64
$9.84M 0.21%
131,446
+65,071
65
$9.53M 0.2%
46,023
+612
66
$9.39M 0.2%
47,611
+19,979
67
$9.24M 0.19%
34,614
+91
68
$9.11M 0.19%
99,768
-6,187
69
$8.89M 0.19%
61,988
+39,510
70
$8.8M 0.18%
228,286
+2,161
71
$8.46M 0.18%
179,102
-18,767
72
$8.46M 0.18%
77,257
73
$8.19M 0.17%
186,069
+29,612
74
$8.16M 0.17%
141,028
+11,895
75
$7.91M 0.17%
73,766
+7,205
1 2
3
4 5