WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $17.8B
1-Year Est. Return 13.58%
This Quarter Est. Return
1 Year Est. Return
+13.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.81B
AUM Growth
+$311M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$86.9M
2
+$59.1M
3
+$21.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$18.7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$17.4M

Top Sells

1
+$73.3M
2
+$15.6M
3
+$8.75M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.22M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$5.43M

Sector Composition

1 Technology 3.34%
2 Financials 2.84%
3 Consumer Discretionary 1.12%
4 Healthcare 1.06%
5 Communication Services 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$16.9M 0.22%
142,468
-8,618
52
$15.8M 0.2%
+851,524
53
$15.3M 0.2%
123,587
+17,797
54
$15.2M 0.2%
181,843
-7,186
55
$15.1M 0.19%
83,018
+15,003
56
$15M 0.19%
86,026
-2,678
57
$14.9M 0.19%
73,861
+22,350
58
$14.6M 0.19%
47,240
+204
59
$14.5M 0.19%
156,427
+9,495
60
$14.4M 0.18%
124,762
+2,077
61
$14.1M 0.18%
61,326
-1,082
62
$13.5M 0.17%
511,516
-2,779,822
63
$13.4M 0.17%
112,939
+8,963
64
$13.1M 0.17%
505,366
+141,458
65
$13M 0.17%
576,818
-10,016
66
$12.8M 0.16%
87,798
-1,026
67
$12.6M 0.16%
154,810
+13,609
68
$11.9M 0.15%
148,278
-15,141
69
$11.8M 0.15%
106,742
+8,989
70
$11.8M 0.15%
13,824
+3,349
71
$11.5M 0.15%
38,799
-2,123
72
$10.9M 0.14%
216,261
+199,538
73
$10.8M 0.14%
95,032
+8,384
74
$10.3M 0.13%
131,909
-39,699
75
$10.2M 0.13%
64,980
-5,994
1 2
3
4 5