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
$6.12B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$15.6M
3
+$14.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$9.6M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.88M

Top Sells

1
+$44.4M
2
+$28M
3
+$4.79M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.93M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.56M

Sector Composition

1 Technology 2.6%
2 Financials 1.7%
3 Healthcare 0.96%
4 Consumer Discretionary 0.92%
5 Communication Services 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.49M 0.14%
47,623
-2,287
77
$8.24M 0.13%
136,750
-317
78
$7.94M 0.13%
74,037
-1,849
79
$7.88M 0.13%
69,556
-966
80
$7.48M 0.12%
20,250
+434
81
$7.34M 0.12%
61,311
+3,249
82
$7.32M 0.12%
79,756
+3,837
83
$6.97M 0.11%
318,206
-10,572
84
$6.63M 0.11%
740,400
85
$6.58M 0.11%
25,129
+1,231
86
$6.42M 0.11%
79,114
-21,674
87
$6.25M 0.1%
46,411
-551
88
$6.24M 0.1%
64,999
+1
89
$6.23M 0.1%
38,352
+358
90
$6.2M 0.1%
12,949
-656
91
$5.66M 0.09%
64,877
-938
92
$5.62M 0.09%
35,716
-976
93
$5.53M 0.09%
36,425
+282
94
$5.45M 0.09%
11,331
-134
95
$5.27M 0.09%
36,245
+2,996
96
$5.1M 0.08%
17,763
+555
97
$4.95M 0.08%
26,732
+714
98
$4.85M 0.08%
41,997
+2,601
99
$4.76M 0.08%
128,082
-2,756
100
$4.75M 0.08%
477,576
-20,487
2 3
4
5 6