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
$6.06B
AUM Growth
-$62.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$13.9M
3
+$11.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$11.2M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11.1M

Top Sells

1
+$35.3M
2
+$24M
3
+$16.8M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$16.4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.7M

Sector Composition

1 Technology 2.93%
2 Financials 1.92%
3 Healthcare 1.23%
4 Consumer Discretionary 1.04%
5 Communication Services 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.35M 0.14%
52,361
-2,011
77
$8.27M 0.14%
55,483
+9,072
78
$8.23M 0.14%
48,017
+394
79
$8.21M 0.14%
146,689
+9,939
80
$8.02M 0.13%
+122,956
81
$7.91M 0.13%
218,410
-663,376
82
$7.78M 0.13%
21,712
+1,462
83
$7.51M 0.12%
69,756
+200
84
$7.47M 0.12%
33,305
+28,005
85
$7.44M 0.12%
78,958
-36,282
86
$7.15M 0.12%
49,294
+13,049
87
$6.96M 0.11%
75,776
-3,980
88
$6.86M 0.11%
322,056
-788,149
89
$6.58M 0.11%
48,554
+43,098
90
$6.55M 0.11%
44,878
+8,453
91
$6.52M 0.11%
38,672
+2,956
92
$6.38M 0.11%
151,158
+63,071
93
$6.35M 0.1%
25,371
+242
94
$6.33M 0.1%
305,676
-12,530
95
$6.2M 0.1%
12,293
+962
96
$6.04M 0.1%
38,858
+506
97
$6.01M 0.1%
65,041
+42
98
$5.92M 0.1%
57,526
+15,529
99
$5.82M 0.1%
12,734
-215
100
$5.49M 0.09%
65,185
+308
2 3
4
5 6