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
$5.83B
AUM Growth
+$331M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$46.2M
2
+$28.9M
3
+$22.4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$14.7M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$12.2M

Top Sells

1
+$24.3M
2
+$5.2M
3
+$4.83M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$4.82M
5
GE icon
GE Aerospace
GE
+$4.67M

Sector Composition

1 Technology 2.28%
2 Financials 1.77%
3 Healthcare 1%
4 Communication Services 0.88%
5 Consumer Discretionary 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$16.3M 0.28%
340,871
-4,791
52
$15.8M 0.27%
590,118
-18,902
53
$14.2M 0.24%
72,611
-4,544
54
$13.8M 0.24%
90,765
-732
55
$13.1M 0.23%
126,938
-14,523
56
$12.7M 0.22%
885,712
-18,929
57
$12.3M 0.21%
63,514
-917
58
$12.3M 0.21%
91,593
-5,920
59
$12.1M 0.21%
194,174
-11,069
60
$11.2M 0.19%
47,674
+864
61
$11.1M 0.19%
212,981
+10,486
62
$11.1M 0.19%
36,019
-2,680
63
$10.8M 0.19%
231,046
+8,445
64
$10.6M 0.18%
104,158
-1,415
65
$10.1M 0.17%
44,736
-134
66
$10M 0.17%
227,919
+164
67
$9.46M 0.16%
173,780
-3,705
68
$9.36M 0.16%
122,387
-27,855
69
$9.35M 0.16%
58,904
-11,355
70
$9.14M 0.16%
49,910
+632
71
$9.05M 0.16%
77,256
-105
72
$8.8M 0.15%
40,668
-7,656
73
$8.63M 0.15%
81,791
+12,648
74
$8.5M 0.15%
137,067
-12,564
75
$8.44M 0.14%
132,142
+11,102
1 2
3
4 5