WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $17.8B
1-Year Est. Return 13.58%
This Quarter Est. Return
1 Year Est. Return
+13.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.81B
AUM Growth
+$311M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$86.9M
2
+$59.1M
3
+$21.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$18.7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$17.4M

Top Sells

1
+$73.3M
2
+$15.6M
3
+$8.75M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.22M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$5.43M

Sector Composition

1 Technology 3.34%
2 Financials 2.84%
3 Consumer Discretionary 1.12%
4 Healthcare 1.06%
5 Communication Services 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$10.1M 0.13%
131,868
+18,592
77
$10.1M 0.13%
67,222
-6,434
78
$10M 0.13%
38,197
+3,343
79
$9.92M 0.13%
19,678
+2,676
80
$9.88M 0.13%
48,685
-1,663
81
$9.85M 0.13%
45,811
-614
82
$9.78M 0.13%
146,984
-3,272
83
$9.68M 0.12%
188,684
-8,240
84
$9.21M 0.12%
77,380
85
$9.12M 0.12%
143,302
-1,385
86
$8.68M 0.11%
79,807
-977
87
$8.52M 0.11%
55,947
+6,366
88
$8.52M 0.11%
49,673
-3,615
89
$8.48M 0.11%
51,391
-417
90
$8.27M 0.11%
180,856
-14,342
91
$8.07M 0.1%
66,689
+28
92
$7.97M 0.1%
247,247
+20,465
93
$7.47M 0.1%
69,866
+213
94
$7.35M 0.09%
295,576
+4,644
95
$7.31M 0.09%
65,006
+6
96
$7.03M 0.09%
20,423
+520
97
$6.73M 0.09%
25,654
+4,533
98
$6.7M 0.09%
282,236
-9,328
99
$6.69M 0.09%
52,618
-2,465
100
$6.29M 0.08%
50,839
+1,512
2 3
4
5 6