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
$5.83B
AUM Growth
+$331M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$46.2M
2
+$28.9M
3
+$22.4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$14.7M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$12.2M

Top Sells

1
+$24.3M
2
+$5.2M
3
+$4.83M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$4.82M
5
GE icon
GE Aerospace
GE
+$4.67M

Sector Composition

1 Technology 2.28%
2 Financials 1.77%
3 Healthcare 1%
4 Communication Services 0.88%
5 Consumer Discretionary 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.35M 0.14%
100,788
+290
77
$8.32M 0.14%
75,886
-9,025
78
$8.27M 0.14%
53,382
-31,132
79
$8.26M 0.14%
70,522
+285
80
$7.48M 0.13%
46,962
-3,853
81
$6.97M 0.12%
75,919
-24,868
82
$6.89M 0.12%
328,778
+6,144
83
$6.71M 0.12%
740,400
84
$6.36M 0.11%
19,816
+209
85
$6.3M 0.11%
69,600
-4,715
86
$6.24M 0.11%
13,605
+2,346
87
$6.02M 0.1%
58,062
-11,613
88
$5.99M 0.1%
36,692
+951
89
$5.93M 0.1%
64,998
-1,266
90
$5.85M 0.1%
37,994
+2,438
91
$5.42M 0.09%
11,465
-3,775
92
$5.37M 0.09%
36,143
-5,765
93
$5.35M 0.09%
65,815
+573
94
$5.24M 0.09%
128,309
+22,741
95
$5.18M 0.09%
498,063
+113,960
96
$5.09M 0.09%
130,838
-26,259
97
$5.08M 0.09%
61,880
-6,318
98
$4.96M 0.09%
23,898
+1,933
99
$4.74M 0.08%
26,018
-4,537
100
$4.64M 0.08%
202,516
+6,515
2 3
4
5 6