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
$9.83B
AUM Growth
+$2.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
779
New
Increased
Reduced
Closed

Top Buys

1
+$262M
2
+$158M
3
+$72.9M
4
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$62.7M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$60.8M

Top Sells

1
+$13.8M
2
+$7.51M
3
+$5.6M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$2.46M
5
VT icon
Vanguard Total World Stock ETF
VT
+$2.02M

Sector Composition

1 Technology 3.25%
2 Financials 2.63%
3 Healthcare 1.07%
4 Consumer Discretionary 1.03%
5 Communication Services 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$30.8M 0.31%
153,391
+32,415
52
$30.1M 0.31%
95,869
+57,070
53
$28.9M 0.29%
426,813
+27,823
54
$28.2M 0.29%
278,460
+104,029
55
$27.8M 0.28%
60,343
+8,463
56
$27.6M 0.28%
165,206
+24,362
57
$26.2M 0.27%
899,039
+37,506
58
$25.7M 0.26%
116,450
+7,491
59
$25.3M 0.26%
211,655
-16,871
60
$24.3M 0.25%
249,132
+67,289
61
$23.7M 0.24%
436,255
-5,716
62
$23.7M 0.24%
+900,292
63
$23.1M 0.24%
+917,928
64
$20.3M 0.21%
107,111
+21,085
65
$18.4M 0.19%
143,539
+1,071
66
$18.2M 0.19%
101,742
+100,076
67
$16.9M 0.17%
177,002
+20,575
68
$16.6M 0.17%
857,543
+6,019
69
$16.4M 0.17%
134,952
+11,365
70
$16.2M 0.17%
76,921
+3,060
71
$15.8M 0.16%
17,850
+4,026
72
$15.7M 0.16%
96,703
+8,905
73
$15.6M 0.16%
47,896
+656
74
$15.4M 0.16%
174,485
+19,675
75
$15.2M 0.15%
129,390
+4,628
1 2
3
4 5