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
$6.06B
AUM Growth
-$62.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$13.9M
3
+$11.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$11.2M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11.1M

Top Sells

1
+$35.3M
2
+$24M
3
+$16.8M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$16.4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.7M

Sector Composition

1 Technology 2.93%
2 Financials 1.92%
3 Healthcare 1.23%
4 Consumer Discretionary 1.04%
5 Communication Services 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14.4M 0.24%
125,381
-6,209
52
$14.4M 0.24%
652,216
-32,180
53
$14.2M 0.23%
937,348
+5,317
54
$13.7M 0.23%
90,495
+3,984
55
$13.1M 0.22%
517,024
-75,596
56
$12.8M 0.21%
65,782
-3,367
57
$11.6M 0.19%
182,186
-4,566
58
$11M 0.18%
93,776
+19,739
59
$10.8M 0.18%
59,340
-1,307
60
$10.6M 0.17%
80,848
-4,989
61
$10.2M 0.17%
65,343
+12,290
62
$10.1M 0.17%
42,971
+102
63
$9.65M 0.16%
220,888
-3,849
64
$9.55M 0.16%
218,177
-6,171
65
$9.48M 0.16%
77,380
+124
66
$9.27M 0.15%
133,883
+109,170
67
$9.23M 0.15%
216,589
+3,458
68
$9.18M 0.15%
164,592
-9,537
69
$9.04M 0.15%
132,188
+1,193
70
$8.97M 0.15%
98,182
+81,287
71
$8.68M 0.14%
66,328
+5,017
72
$8.58M 0.14%
86,795
+2,336
73
$8.5M 0.14%
39,665
+181
74
$8.47M 0.14%
112,648
-2,959
75
$8.46M 0.14%
83,866
+70,863
1 2
3
4 5