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
$7.04B
AUM Growth
+$984M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1
+$64M
2
+$44.9M
3
+$44M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$28.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$22M

Top Sells

1
+$17.3M
2
+$8.23M
3
+$5M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$4.94M
5
VV icon
Vanguard Large-Cap ETF
VV
+$4.59M

Sector Composition

1 Technology 3.12%
2 Financials 1.85%
3 Healthcare 1.18%
4 Consumer Discretionary 1.11%
5 Communication Services 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9.28M 0.13%
54,535
+5,241
77
$8.91M 0.13%
46,616
-1,401
78
$8.77M 0.12%
77,380
79
$8.57M 0.12%
55,306
-177
80
$8.48M 0.12%
110,083
-2,565
81
$8.46M 0.12%
82,969
-3,826
82
$8.21M 0.12%
32,553
-752
83
$8.17M 0.12%
117,887
-5,069
84
$8.15M 0.12%
138,300
-8,389
85
$8.05M 0.11%
68,673
-1,083
86
$7.77M 0.11%
53,057
+8,179
87
$7.44M 0.11%
176,477
-40,112
88
$7.43M 0.11%
59,492
-65,889
89
$7.42M 0.11%
21,406
+4,785
90
$7.29M 0.1%
46,909
-1,645
91
$7.2M 0.1%
304,920
-756
92
$7.16M 0.1%
28,812
+3,441
93
$6.91M 0.1%
177,567
-40,843
94
$6.91M 0.1%
296,653
-25,403
95
$6.85M 0.1%
19,366
+1,193
96
$6.8M 0.1%
81,125
+21,612
97
$6.65M 0.09%
10,080
+1,631
98
$6.62M 0.09%
65,042
+1
99
$6.59M 0.09%
12,515
+222
100
$6.59M 0.09%
38,655
-203
2 3
4
5 6