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
$1.68B
AUM Growth
+$251M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$10.9M
3
+$8.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.58M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$7.29M

Top Sells

1
+$12.2M
2
+$5.44M
3
+$1.72M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.62M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.1M

Sector Composition

1 Technology 4.13%
2 Financials 3.23%
3 Healthcare 2.68%
4 Communication Services 1.83%
5 Consumer Discretionary 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.21M 0.13%
52,560
77
$2.21M 0.13%
9,543
+1,714
78
$2.18M 0.13%
7,406
+830
79
$2.16M 0.13%
25,118
+3,868
80
$2.14M 0.13%
17,044
+2,130
81
$2.11M 0.13%
10,072
+2,028
82
$2.11M 0.13%
35,658
83
$2.08M 0.12%
38,188
-1,350
84
$1.91M 0.11%
+138,205
85
$1.85M 0.11%
5,203
+189
86
$1.84M 0.11%
17,601
-189
87
$1.83M 0.11%
24,350
+6,790
88
$1.8M 0.11%
45,602
+5,300
89
$1.78M 0.11%
34,379
+617
90
$1.78M 0.11%
+29,594
91
$1.77M 0.11%
34,234
+95
92
$1.76M 0.1%
35,200
+2,710
93
$1.76M 0.1%
22,183
+2,493
94
$1.73M 0.1%
44,837
+10,931
95
$1.71M 0.1%
12,333
+2,289
96
$1.7M 0.1%
6,104
+3,779
97
$1.63M 0.1%
46,937
+970
98
$1.62M 0.1%
4,114
+50
99
$1.6M 0.1%
2,867
+457
100
$1.47M 0.09%
31,700
-4,256
2 3
4
5 6