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
$5.5B
AUM Growth
+$711M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$41.3M
2
+$40.1M
3
+$37.9M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$27.1M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$26.1M

Top Sells

1
+$23.2M
2
+$7.67M
3
+$7.4M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$6.19M
5
VTV icon
Vanguard Value ETF
VTV
+$5.76M

Sector Composition

1 Technology 2.3%
2 Financials 1.86%
3 Healthcare 1.41%
4 Consumer Discretionary 0.94%
5 Consumer Staples 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.71M 0.16%
77,361
+104
77
$8.47M 0.15%
70,237
-3,529
78
$8.36M 0.15%
49,278
-1,018
79
$8.21M 0.15%
50,815
+2,578
80
$8.08M 0.15%
15,240
+4,740
81
$7.48M 0.14%
69,143
-12,052
82
$7.08M 0.13%
121,040
-19,988
83
$6.53M 0.12%
322,634
-5,134
84
$6.42M 0.12%
35,741
+149
85
$6.35M 0.12%
41,908
+4,965
86
$6.3M 0.11%
74,315
-11,018
87
$6.19M 0.11%
157,097
-977
88
$6.15M 0.11%
69,675
+19,003
89
$5.62M 0.1%
66,264
+1,422
90
$5.54M 0.1%
68,198
-1,567
91
$5.52M 0.1%
30,555
+3,978
92
$5.46M 0.1%
17,292
+1,439
93
$5.45M 0.1%
40,651
+6,510
94
$5.41M 0.1%
105,568
-9,296
95
$5.4M 0.1%
35,556
-1,139
96
$5.22M 0.1%
19,607
-1,439
97
$5.18M 0.09%
740,400
98
$5.14M 0.09%
46,337
+2,145
99
$4.99M 0.09%
11,259
-1,847
100
$4.97M 0.09%
65,242
+575
2 3
4
5 6