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
751
$166K ﹤0.01%
12,766
-271
752
$165K ﹤0.01%
+16,100
753
$159K ﹤0.01%
12,185
754
$150K ﹤0.01%
16,039
-736
755
$137K ﹤0.01%
+10,417
756
$132K ﹤0.01%
25,000
757
$125K ﹤0.01%
30,000
758
$125K ﹤0.01%
15,000
759
$111K ﹤0.01%
187,287
760
$105K ﹤0.01%
+33,132
761
$99.8K ﹤0.01%
71,250
762
$95.8K ﹤0.01%
10,333
763
$90K ﹤0.01%
14,954
+3,000
764
$87.2K ﹤0.01%
91,854
+16,854
765
$77.1K ﹤0.01%
+15,000
766
$76.7K ﹤0.01%
44,834
767
$66.5K ﹤0.01%
+101,090
768
$66K ﹤0.01%
12,485
769
$64.3K ﹤0.01%
20,601
+182
770
$38.7K ﹤0.01%
34,250
+15,000
771
$35.2K ﹤0.01%
28,134
772
$32.7K ﹤0.01%
11,060
-601
773
$26.9K ﹤0.01%
10,555
+141
774
$24.1K ﹤0.01%
11,385
+242
775
$23.4K ﹤0.01%
+10,493
29 30
31
32 33