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
776
$15.1K ﹤0.01%
10,050
777
$14.7K ﹤0.01%
15,151
778
$11.4K ﹤0.01%
10,045
779
$9.2K ﹤0.01%
60,076
780
$5.04K ﹤0.01%
719
+65
781
$4.48K ﹤0.01%
823
782
– –
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783
– –
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784
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785
– –
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786
– –
-35,000
787
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788
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789
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– –
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30 31
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