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
726
$213K ﹤0.01%
2,208
-437
727
$212K ﹤0.01%
2,932
-4,038
728
$212K ﹤0.01%
2,571
-97
729
$212K ﹤0.01%
13,437
-7,808
730
$210K ﹤0.01%
6,253
+239
731
$209K ﹤0.01%
1,994
732
$209K ﹤0.01%
2,682
-87
733
$209K ﹤0.01%
+1,610
734
$208K ﹤0.01%
2,738
-372
735
$206K ﹤0.01%
2,816
+100
736
$206K ﹤0.01%
+6,804
737
$206K ﹤0.01%
+5,880
738
$205K ﹤0.01%
1,219
-8
739
$204K ﹤0.01%
3,122
-331
740
$204K ﹤0.01%
+666
741
$204K ﹤0.01%
3,959
742
$204K ﹤0.01%
4,521
-683
743
$203K ﹤0.01%
+3,763
744
$202K ﹤0.01%
2,519
+174
745
$201K ﹤0.01%
66,212
746
$188K ﹤0.01%
21,480
+10,990
747
$185K ﹤0.01%
13,026
748
$178K ﹤0.01%
16,201
749
$176K ﹤0.01%
18,550
+1,000
750
$173K ﹤0.01%
16,687
28 29
30
31 32