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
751
– –
-12,662
752
– –
-10,551
753
– –
-21,120
754
– –
-53,112
755
– –
-2,695
756
– –
-2,245
757
– –
-1,754
758
– –
-32,689
759
– –
-4,156
760
– –
-2,605
761
– –
-15,417
762
– –
-15,670
763
– –
-2,900
764
– –
-6,128
765
– –
-3,830
766
– –
-26,872
767
– –
-30,030
768
– –
-26,853
769
– –
-5,500
770
– –
-20,731
771
– –
-3,540
27 28 29 30
31