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
$1.43B
AUM Growth
-$955M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$3.6M
3
+$2.47M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.33M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$813K

Top Sells

1
+$132M
2
+$106M
3
+$93.7M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$82.4M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$54.6M

Sector Composition

1 Technology 3.9%
2 Financials 3.36%
3 Healthcare 2.46%
4 Communication Services 1.72%
5 Consumer Discretionary 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.68M 0.12%
73,671
-170,251
77
$1.66M 0.12%
5,633
-17,546
78
$1.56M 0.11%
21,250
-43,811
79
$1.56M 0.11%
337,770
80
$1.53M 0.11%
8,044
+338
81
$1.52M 0.11%
5,014
-4,499
82
$1.5M 0.1%
2,410
+310
83
$1.48M 0.1%
32,490
-36,930
84
$1.46M 0.1%
14,914
-25,981
85
$1.45M 0.1%
19,690
-39,644
86
$1.43M 0.1%
45,967
-156,678
87
$1.42M 0.1%
6,576
-6,334
88
$1.4M 0.1%
35,956
-61,380
89
$1.35M 0.09%
142,440
-162,120
90
$1.35M 0.09%
20,787
-10,456
91
$1.34M 0.09%
4,064
-3,283
92
$1.33M 0.09%
33,906
-14,844
93
$1.33M 0.09%
10,044
-36,363
94
$1.32M 0.09%
16,264
-8,950
95
$1.23M 0.09%
17,560
-13,947
96
$1.22M 0.09%
30,630
-48,165
97
$1.21M 0.08%
10,877
-31,890
98
$1.15M 0.08%
12,896
-17,257
99
$1.13M 0.08%
20,410
-28,374
100
$1.11M 0.08%
9,854
-60,176
2 3
4
5 6