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
$1.15B
AUM Growth
+$67.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$8.87M
2
+$7.1M
3
+$5.28M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$4.12M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.63M

Top Sells

1
+$5.38M
2
+$3.93M
3
+$3.15M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.52M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.82M

Sector Composition

1 Technology 0.47%
2 Communication Services 0.38%
3 Financials 0.35%
4 Consumer Discretionary 0.3%
5 Consumer Staples 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$275K 0.02%
+7,610
77
$274K 0.02%
2,516
+219
78
$271K 0.02%
+11,010
79
$263K 0.02%
21,160
-3,369
80
$259K 0.02%
+11,571
81
$253K 0.02%
+1,313
82
$249K 0.02%
+2,103
83
$245K 0.02%
+3,794
84
$245K 0.02%
+8,737
85
$242K 0.02%
+2,909
86
$242K 0.02%
+10,714
87
$239K 0.02%
+1,485
88
$233K 0.02%
+13,810
89
$219K 0.02%
+801
90
$218K 0.02%
+3,316
91
$215K 0.02%
4,592
92
$214K 0.02%
+1,377
93
$200K 0.02%
+3,735
94
$194K 0.02%
16,450
+6,120
95
$107K 0.01%
11,235
1 2 3
4