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
$16.7B
AUM Growth
+$6.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
837
New
Increased
Reduced
Closed

Top Buys

1
+$1.48B
2
+$606M
3
+$601M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$459M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$403M

Top Sells

1
+$9.65M
2
+$4.68M
3
+$3.48M
4
OKE icon
Oneok
OKE
+$3.01M
5
PLTR icon
Palantir
PLTR
+$2.58M

Sector Composition

1 Technology 2.61%
2 Financials 1.9%
3 Consumer Discretionary 0.77%
4 Healthcare 0.76%
5 Consumer Staples 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$47.6M 0.28%
513,282
+332,766
52
$47.3M 0.28%
236,944
+115,157
53
$46.9M 0.28%
518,162
+249,125
54
$41.2M 0.25%
218,926
+111,594
55
$40.6M 0.24%
153,204
-133
56
$35.3M 0.21%
273,390
+131,530
57
$35M 0.21%
65,729
+2,199
58
$33.7M 0.2%
177,082
-9,753
59
$33.6M 0.2%
394,998
+212,463
60
$32.8M 0.2%
279,270
+152,573
61
$31.7M 0.19%
265,060
+146,265
62
$30.4M 0.18%
790,704
-6,364
63
$30.3M 0.18%
95,534
+47,626
64
$30.1M 0.18%
481,972
+12,590
65
$30.1M 0.18%
181,356
+90,876
66
$29.3M 0.18%
617,527
+9,965
67
$28.8M 0.17%
184,649
+8,409
68
$28.4M 0.17%
115,948
+56,555
69
$26M 0.16%
152,397
+61,150
70
$25.4M 0.15%
945,964
+455,550
71
$25M 0.15%
80,275
-6,710
72
$24.3M 0.15%
142,474
+70,007
73
$24.1M 0.14%
440,038
+1,348
74
$23.9M 0.14%
467,955
+368,926
75
$21.6M 0.13%
1,003,918
+496,815
1 2
3
4 5