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
$1.37B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$8.36M
3
+$5.65M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.97M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.39M

Top Sells

1
+$5M
2
+$3.28M
3
+$1.83M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.2M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$834K

Sector Composition

1 Financials 2.34%
2 Technology 1.84%
3 Healthcare 1.12%
4 Communication Services 1.03%
5 Consumer Staples 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$788K 0.06%
2,098
+154
77
$781K 0.06%
7,216
+981
78
$764K 0.06%
16,991
+4,808
79
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3,646
+1,341
80
$749K 0.05%
8,520
+757
81
$743K 0.05%
13,124
+1,570
82
$742K 0.05%
2,277
+496
83
$740K 0.05%
5,416
+1,184
84
$737K 0.05%
18,594
+4,383
85
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13,456
+2,311
86
$711K 0.05%
8,058
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87
$698K 0.05%
340
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88
$659K 0.05%
8,253
+1,556
89
$630K 0.05%
11,895
-4,682
90
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5,412
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91
$611K 0.04%
2,080
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92
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9,277
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93
$581K 0.04%
3,724
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94
$580K 0.04%
2,269
+4
95
$570K 0.04%
8,500
96
$567K 0.04%
+3,842
97
$548K 0.04%
2,097
+67
98
$546K 0.04%
17,270
+6,000
99
$545K 0.04%
4,251
+881
100
$545K 0.04%
18,645
-345
2 3
4
5 6