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
$4.78B
AUM Growth
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$50.4M
2
+$30.5M
3
+$21.2M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$21M
5
VUG icon
Vanguard Growth ETF
VUG
+$20.3M

Top Sells

1
+$24.4M
2
+$7.26M
3
+$4.1M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$4.02M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4M

Sector Composition

1 Technology 2.2%
2 Financials 1.84%
3 Healthcare 1.21%
4 Consumer Discretionary 1.01%
5 Communication Services 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.84M 0.16%
139,977
+34,292
77
$7.78M 0.16%
50,296
-1,807
78
$7.7M 0.16%
81,195
+2,704
79
$6.79M 0.14%
85,333
+59,719
80
$6.73M 0.14%
93,455
-9,159
81
$6.47M 0.14%
48,237
+446
82
$6.33M 0.13%
72,504
+11,847
83
$6.2M 0.13%
327,768
-1,468
84
$6M 0.13%
158,074
+11,340
85
$5.67M 0.12%
69,765
-13,597
86
$5.63M 0.12%
21,046
+3,979
87
$5.3M 0.11%
10,500
+59
88
$5.26M 0.11%
13,106
+441
89
$5.22M 0.11%
19,681
-950
90
$5.11M 0.11%
35,592
+1,884
91
$5.05M 0.11%
64,842
92
$5.03M 0.11%
114,864
+8,438
93
$4.96M 0.1%
36,695
+1,462
94
$4.85M 0.1%
50,672
-7,868
95
$4.68M 0.1%
740,400
96
$4.66M 0.1%
36,943
+4,164
97
$4.59M 0.1%
64,667
-2,905
98
$4.4M 0.09%
158,386
-11,964
99
$4.37M 0.09%
15,853
+173
100
$4.34M 0.09%
26,577
-253
2 3
4
5 6