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
$5.5B
AUM Growth
+$711M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$41.3M
2
+$40.1M
3
+$37.9M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$27.1M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$26.1M

Top Sells

1
+$23.2M
2
+$7.67M
3
+$7.4M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$6.19M
5
VTV icon
Vanguard Value ETF
VTV
+$5.76M

Sector Composition

1 Technology 2.3%
2 Financials 1.86%
3 Healthcare 1.41%
4 Consumer Discretionary 0.94%
5 Consumer Staples 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$15.8M 0.29%
609,020
+134,472
52
$15.2M 0.28%
670,522
-84,802
53
$14.9M 0.27%
84,514
+8,516
54
$13.9M 0.25%
91,497
+866
55
$13.9M 0.25%
77,155
+1,724
56
$13.2M 0.24%
97,513
-14,713
57
$13M 0.24%
904,641
+9,661
58
$12.4M 0.23%
205,243
-2,400
59
$12.3M 0.22%
64,431
-1,963
60
$12M 0.22%
38,699
+4,085
61
$11.9M 0.22%
141,461
+4,034
62
$11.3M 0.21%
150,242
+18,796
63
$11.2M 0.2%
70,259
+8,271
64
$11M 0.2%
105,573
+5,805
65
$10.3M 0.19%
46,810
+787
66
$10.2M 0.18%
222,601
+36,532
67
$9.69M 0.18%
48,324
-5,062
68
$9.68M 0.18%
227,755
-531
69
$9.56M 0.17%
202,495
-5,071
70
$9.52M 0.17%
149,631
+9,654
71
$9.45M 0.17%
44,870
-2,741
72
$9.37M 0.17%
84,911
+12,407
73
$9.34M 0.17%
177,485
-1,617
74
$9.22M 0.17%
100,787
-6,937
75
$8.79M 0.16%
100,498
+7,043
1 2
3
4 5