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
$7.04B
AUM Growth
+$984M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1
+$64M
2
+$44.9M
3
+$44M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$28.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$22M

Top Sells

1
+$17.3M
2
+$8.23M
3
+$5M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$4.94M
5
VV icon
Vanguard Large-Cap ETF
VV
+$4.59M

Sector Composition

1 Technology 3.12%
2 Financials 1.85%
3 Healthcare 1.18%
4 Consumer Discretionary 1.11%
5 Communication Services 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$17.8M 0.25%
201,235
-14,943
52
$16.2M 0.23%
145,365
-1,860
53
$16.1M 0.23%
58,988
-281
54
$14.8M 0.21%
89,573
-922
55
$14.7M 0.21%
895,076
-42,272
56
$14.4M 0.2%
65,471
-311
57
$14.3M 0.2%
91,134
+25,791
58
$13.5M 0.19%
587,983
-64,233
59
$12.5M 0.18%
177,306
-4,880
60
$12.3M 0.17%
122,751
+28,975
61
$11.5M 0.16%
+176,289
62
$11.2M 0.16%
77,120
-3,728
63
$11M 0.16%
104,989
+26,031
64
$10.9M 0.15%
72,860
+34,188
65
$10.8M 0.15%
41,039
-1,932
66
$10.8M 0.15%
138,388
+4,505
67
$10.5M 0.15%
55,206
-4,134
68
$10.5M 0.15%
403,244
-113,780
69
$10.5M 0.15%
139,283
+7,095
70
$10.1M 0.14%
72,654
+6,326
71
$10.1M 0.14%
96,651
-1,531
72
$10.1M 0.14%
207,124
-11,053
73
$9.71M 0.14%
157,773
-6,819
74
$9.6M 0.14%
204,229
-16,659
75
$9.35M 0.13%
81,971
-1,895
1 2
3
4 5