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
$3.36B
AUM Growth
+$1.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
601
New
Increased
Reduced
Closed

Top Buys

1
+$177M
2
+$152M
3
+$117M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$79.9M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$71M

Top Sells

1
+$18.7M
2
+$4.68M
3
+$4.36M
4
TIF
Tiffany & Co.
TIF
+$3.7M
5
RPRX icon
Royalty Pharma
RPRX
+$2.21M

Sector Composition

1 Technology 4.7%
2 Financials 3.38%
3 Healthcare 2.44%
4 Consumer Discretionary 2.27%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.61M 0.14%
66,470
-7,280
77
$4.58M 0.14%
33,174
+5,036
78
$4.43M 0.13%
41,409
+16,291
79
$4.33M 0.13%
16,302
+6,835
80
$4.24M 0.13%
29,936
+12,892
81
$4.18M 0.12%
110,351
+8,509
82
$4.09M 0.12%
66,480
+3,390
83
$4.09M 0.12%
18,387
+4,073
84
$4.01M 0.12%
22,500
+17,628
85
$4M 0.12%
51,291
+29,108
86
$3.87M 0.12%
132,167
87
$3.82M 0.11%
9,102
+7,084
88
$3.7M 0.11%
22,353
+4,977
89
$3.68M 0.11%
+52,374
90
$3.53M 0.11%
11,553
+2,010
91
$3.48M 0.1%
266,920
+100,920
92
$3.45M 0.1%
71,727
+40,533
93
$3.43M 0.1%
44,457
+28,297
94
$3.27M 0.1%
60,410
+25,210
95
$3.26M 0.1%
21,410
+11,731
96
$3.25M 0.1%
25,422
+21,164
97
$3.23M 0.1%
61,602
+29,902
98
$3.2M 0.1%
29,894
-11,565
99
$3.11M 0.09%
5,653
+921
100
$3.08M 0.09%
61,799
+27,565
2 3
4
5 6