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
$4.82B
AUM Growth
+$1.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$151M
2
+$99.2M
3
+$81.8M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$60.7M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$59.6M

Top Sells

1
+$25.6M
2
+$14.4M
3
+$13.8M
4
TSLA icon
Tesla
TSLA
+$5.52M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.22M

Sector Composition

1 Technology 2.87%
2 Financials 2.73%
3 Consumer Discretionary 1.75%
4 Healthcare 1.3%
5 Communication Services 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.69M 0.14%
40,896
+15,110
77
$6.58M 0.14%
49,400
+26,140
78
$6.54M 0.14%
+1,180,051
79
$6.53M 0.14%
+75,859
80
$6.45M 0.13%
119,471
-20,530
81
$6.34M 0.13%
73,630
+4,904
82
$6.16M 0.13%
40,108
-2,056
83
$6.13M 0.13%
144,350
+71,437
84
$6.03M 0.13%
18,379
+11,480
85
$5.97M 0.12%
57,728
+36,754
86
$5.85M 0.12%
26,282
+14,986
87
$5.73M 0.12%
43,098
+118
88
$5.73M 0.12%
+77,565
89
$5.71M 0.12%
132,768
+18,837
90
$5.54M 0.11%
39,623
+15,146
91
$5.47M 0.11%
104,189
+19,071
92
$5.35M 0.11%
90,904
+58,989
93
$5.31M 0.11%
14,847
-58
94
$5.23M 0.11%
20,113
+17,019
95
$5.12M 0.11%
13,114
+4,288
96
$4.97M 0.1%
20,577
-4,301
97
$4.73M 0.1%
27,958
+7,255
98
$4.7M 0.1%
+111,598
99
$4.43M 0.09%
38,089
+11,539
100
$4.38M 0.09%
56,673
-6,155
2 3
4
5 6