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
$2.38B
AUM Growth
+$1.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$98.1M
3
+$77.2M
4
ACN icon
Accenture
ACN
+$72.4M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$49M

Top Sells

1
+$40.3M
2
+$8.4M
3
+$1.64M
4
DB icon
Deutsche Bank
DB
+$1.28M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.17M

Sector Composition

1 Technology 7.84%
2 Healthcare 3.67%
3 Financials 3.55%
4 Communication Services 2.33%
5 Consumer Discretionary 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.85M 0.16%
98,020
+70,262
77
$3.63M 0.15%
11,415
+8,207
78
$3.63M 0.15%
+58,165
79
$3.61M 0.15%
45,722
+36,516
80
$3.59M 0.15%
59,620
+52,360
81
$3.48M 0.15%
40,167
+2,048
82
$3.38M 0.14%
40,895
+32,620
83
$3.38M 0.14%
526,292
-199,714
84
$3.35M 0.14%
97,336
+80,345
85
$3.3M 0.14%
38,363
+35,567
86
$3.22M 0.13%
26,232
+23,766
87
$3.11M 0.13%
81,847
+65,453
88
$3.1M 0.13%
13,808
+12,924
89
$3.07M 0.13%
74,328
+48,844
90
$3.06M 0.13%
11,630
+9,532
91
$3.06M 0.13%
28,811
+24,560
92
$3.01M 0.13%
+33,842
93
$2.99M 0.13%
+228,700
94
$2.98M 0.13%
78,795
+60,201
95
$2.86M 0.12%
247,530
+55,351
96
$2.84M 0.12%
53,727
+16,522
97
$2.81M 0.12%
49,137
-28,715
98
$2.8M 0.12%
+55,394
99
$2.77M 0.12%
+126,658
100
$2.76M 0.12%
18,622
+16,460
2 3
4
5 6