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
$3.8B
AUM Growth
-$410M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
718
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$14.2M
3
+$13M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$12.8M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$11M

Top Sells

1
+$49.7M
2
+$36.2M
3
+$30.2M
4
AMZN icon
Amazon
AMZN
+$28.4M
5
META icon
Meta Platforms (Facebook)
META
+$18.4M

Sector Composition

1 Technology 2.11%
2 Financials 1.99%
3 Consumer Discretionary 1.16%
4 Consumer Staples 0.94%
5 Industrials 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.73M 0.1%
25,292
-146
77
$3.64M 0.1%
20,703
-19,409
78
$3.63M 0.1%
9,950
-18,296
79
$3.53M 0.09%
8,826
-14,875
80
$3.37M 0.09%
20,595
+794
81
$3.3M 0.09%
24,477
-40,028
82
$3.27M 0.09%
19,866
-301,926
83
$3.22M 0.08%
15,955
+7,367
84
$3.22M 0.08%
21,702
-28,363
85
$3.03M 0.08%
33,086
-10,538
86
$3.01M 0.08%
72,913
-95,211
87
$2.96M 0.08%
29,955
-2,992
88
$2.95M 0.08%
55,165
+9,122
89
$2.93M 0.08%
80,396
+49
90
$2.92M 0.08%
23,260
-104,400
91
$2.91M 0.08%
84,935
+37,441
92
$2.91M 0.08%
30,154
+3,472
93
$2.91M 0.08%
49,628
-3
94
$2.8M 0.07%
77,358
95
$2.68M 0.07%
43,665
-4,333
96
$2.64M 0.07%
11,296
-32,411
97
$2.58M 0.07%
26,550
-18,228
98
$2.57M 0.07%
14,795
-382
99
$2.56M 0.07%
92,381
+7,054
100
$2.42M 0.06%
32,000
2 3
4
5 6