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
$6.12B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$15.6M
3
+$14.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$9.6M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.88M

Top Sells

1
+$44.4M
2
+$28M
3
+$4.79M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.93M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.56M

Sector Composition

1 Technology 2.6%
2 Financials 1.7%
3 Healthcare 0.96%
4 Consumer Discretionary 0.92%
5 Communication Services 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$15.9M 0.26%
334,814
-6,057
52
$15.7M 0.26%
684,396
-32,770
53
$15.5M 0.25%
592,620
+2,502
54
$14.2M 0.23%
69,149
-3,462
55
$13.7M 0.22%
932,031
+46,319
56
$13.7M 0.22%
86,511
-4,254
57
$13M 0.21%
37,983
+1,964
58
$12.4M 0.2%
186,752
-7,422
59
$12.4M 0.2%
48,918
+1,244
60
$11.9M 0.19%
85,837
-5,756
61
$11.8M 0.19%
60,647
-2,867
62
$11.3M 0.18%
115,240
+45,640
63
$10.9M 0.18%
213,131
+150
64
$10.4M 0.17%
42,869
-1,867
65
$10.4M 0.17%
224,737
-6,309
66
$10.3M 0.17%
224,348
-3,571
67
$10.1M 0.16%
174,129
+349
68
$9.23M 0.15%
130,995
-1,147
69
$9.08M 0.15%
77,256
70
$9.07M 0.15%
39,484
-1,184
71
$8.99M 0.15%
54,372
-4,532
72
$8.93M 0.15%
84,229
+2,438
73
$8.78M 0.14%
53,053
-329
74
$8.74M 0.14%
115,607
-6,780
75
$8.51M 0.14%
84,459
-19,699
1 2
3
4 5