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
$4.21B
AUM Growth
+$854M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$118M
2
+$54.2M
3
+$47.2M
4
JNJ icon
Johnson & Johnson
JNJ
+$42.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$27.4M

Top Sells

1
+$18.9M
2
+$8.5M
3
+$4.76M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.29M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.91M

Sector Composition

1 Technology 5%
2 Financials 3.74%
3 Healthcare 3.48%
4 Consumer Discretionary 2.71%
5 Communication Services 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.64M 0.16%
183,367
+18,103
77
$6.5M 0.15%
168,124
+76,384
78
$6.48M 0.15%
85,418
+5,848
79
$6.24M 0.15%
29,444
+11,057
80
$6.22M 0.15%
27,799
+2,034
81
$5.91M 0.14%
44,433
+14,497
82
$5.8M 0.14%
107,166
+45,564
83
$5.51M 0.13%
112,229
+1,878
84
$5.47M 0.13%
104,910
+44,500
85
$5.34M 0.13%
+131,507
86
$5.23M 0.12%
71,110
+19,819
87
$5.18M 0.12%
132,167
88
$5M 0.12%
78,156
+16,357
89
$4.96M 0.12%
10,419
+1,317
90
$4.9M 0.12%
54,976
+29,976
91
$4.76M 0.11%
29,554
+9,501
92
$4.68M 0.11%
383,482
-13,707
93
$4.67M 0.11%
91,079
+45,908
94
$4.43M 0.11%
19,758
+7,650
95
$4.42M 0.1%
27,637
+5,137
96
$4.37M 0.1%
+37,607
97
$4.3M 0.1%
92,680
+38,460
98
$4.29M 0.1%
82,949
+19,458
99
$4.23M 0.1%
75,832
+28,162
100
$4.22M 0.1%
32,415
-759
2 3
4
5 6