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WANY
Wealthspire Advisors (New York) Portfolio holdings
AUM
$12.7B
1-Year Est. Return
17.31%
This Fund
S&P 500
This Quarter
Est. Return
-9.93%
1 Year Est. Return
+17.31%
3 Year Est. Return
+47.87%
5 Year Est. Return
+46.91%
10 Year Est. Return
–
AUM
$1.04B
AUM Growth
–
Cap. Flow
+$1.09B
Cap. Flow
% of AUM
105%
Top 10 Holdings %
Top 10 Hldgs %
87.03%
Holding
948
New
946
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$204M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$182M |
| 3 |
iShares US Treasury Bond ETF
GOVT
|
+$151M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$109M |
| 5 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$79.2M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 0.61% |
| 2 | Financials | 0.4% |
| 3 | Healthcare | 0.36% |
| 4 | Industrials | 0.29% |
| 5 | Communication Services | 0.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
826
O-I Glass
OI
$1.08B
| $1K | ﹤0.01% |
+59
| New | +$1.03K |
|
827
PagSeguro Digital
PAGS
$2.55B
| $1K | ﹤0.01% |
+30
| New | +$736 |
|
828
Petrobras Class A
PBR.A
$103B
| $1K | ﹤0.01% |
+56
| New | +$731 |
|
829
Dr. Reddy's Laboratories
RDY
$10.2B
| $1K | ﹤0.01% |
+175
| New | +$1.23K |
|
830
Resideo Technologies
REZI
$3.95B
| $1K | ﹤0.01% |
+60
| New | +$1.28K |
|
831
Royal Bank of Canada
RY
$293B
| $1K | ﹤0.01% |
+16
| New | +$1.17K |
|
832
Sabesp
SBS
$18.7B
| $1K | ﹤0.01% |
+763
| New | +$1.1K |
|
833
Shopify
SHOP
$195B
| $1K | ﹤0.01% |
+60
| New | +$845 |
|
834
SK Telecom
SKM
$13.2B
| $1K | ﹤0.01% |
+29
| New | +$1.29K |
|
835
Sony
SONY
$138B
| $1K | ﹤0.01% |
+155
| New | +$1.64K |
|
836
Stellantis
STLA
$20.8B
| $1K | ﹤0.01% |
+57
| New | +$918 |
|
837
STMicroelectronics
STM
$50B
| $1K | ﹤0.01% |
+40
| New | +$599 |
|
838
TAL Education Group
TAL
$6.87B
| $1K | ﹤0.01% |
+31
| New | +$822 |
|
839
Toronto Dominion Bank
TD
$200B
| $1K | ﹤0.01% |
+22
| New | +$1.2K |
|
840
Atlassian
TEAM
$37.8B
| $1K | ﹤0.01% |
+11
| New | +$871 |
|
841
Travel + Leisure Co
TNL
$4.7B
| $1K | ﹤0.01% |
+26
| New | +$1.01K |
|
842
Trade Desk
TTD
$6.49B
| $1K | ﹤0.01% |
+70
| New | +$876 |
|
843
Under Armour Class C
UA
$2.53B
| $1K | ﹤0.01% |
+70
| New | +$1.32K |
|
844
UDR
UDR
$12.3B
| $1K | ﹤0.01% |
+29
| New | +$1.17K |
|
845
United Microelectronic
UMC
$46.9B
| $1K | ﹤0.01% |
+665
| New | +$1.28K |
|
846
Veeva Systems
VEEV
$37.4B
| $1K | ﹤0.01% |
+10
| New | +$914 |
|
847
Wayfair
W
$14.6B
| $1K | ﹤0.01% |
+7
| New | +$737 |
|
848
Weibo
WB
$1.95B
| $1K | ﹤0.01% |
+10
| New | +$605 |
|
849
Woori Financial
WF
$17.6B
| $1K | ﹤0.01% |
+29
| New | +$1.24K |
|
850
Wyndham Hotels & Resorts
WH
$5.48B
| $1K | ﹤0.01% |
+15
| New | +$728 |
|
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Wealthspire Advisors (New York)'s Q4 2018 Portfolio in Review
Q4 2018 is the first quarter with a 13F filing on record for Wealthspire Advisors (New York), which disclosed 948 positions worth $1.04B. Its ten largest holdings account for 87% of the portfolio.
Its largest position is Vanguard FTSE Developed Markets ETF: 5,159,333 shares worth $191M.
By sector, the portfolio is most concentrated in Technology at 0.61% of assets, followed by Financials and Healthcare.
- Wealthspire Advisors (New York)'s largest Q4 2018 buy was Vanguard FTSE Developed Markets ETF: 5,159,333 shares worth $191M.
- Wealthspire Advisors (New York)'s ten largest holdings make up 87% of its $1.04B portfolio in Q4 2018.
- Wealthspire Advisors (New York) disclosed 948 positions in Q4 2018, its first 13F filing on record.
Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2018, filed 14 Feb 2019.