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
$16.7B
AUM Growth
+$6.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
837
New
Increased
Reduced
Closed

Top Buys

1
+$1.48B
2
+$606M
3
+$601M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$459M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$403M

Top Sells

1
+$9.65M
2
+$4.68M
3
+$3.48M
4
OKE icon
Oneok
OKE
+$3.01M
5
PLTR icon
Palantir
PLTR
+$2.58M

Sector Composition

1 Technology 2.61%
2 Financials 1.9%
3 Consumer Discretionary 0.77%
4 Healthcare 0.76%
5 Consumer Staples 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$21.2M 0.13%
127,022
+63,897
77
$21.2M 0.13%
195,826
+20,930
78
$21M 0.13%
292,880
+147,510
79
$19.8M 0.12%
147,744
+76,269
80
$19.7M 0.12%
153,266
+77,566
81
$19M 0.11%
77,328
-1,180
82
$18.4M 0.11%
905,610
+27,464
83
$17.4M 0.1%
47,400
+23,683
84
$17M 0.1%
217,412
+103,809
85
$17M 0.1%
143,042
+4,778
86
$16.4M 0.1%
698,188
+350,067
87
$16.3M 0.1%
467,538
+343,177
88
$15M 0.09%
51,913
+1,858
89
$14.9M 0.09%
77,000
+37,777
90
$14.9M 0.09%
170,016
+88,154
91
$14.6M 0.09%
15,487
-644
92
$14.4M 0.09%
57,952
+30,369
93
$14.2M 0.08%
74,352
+38,637
94
$14.2M 0.08%
371,755
+41,466
95
$14M 0.08%
24,214
-695
96
$13.8M 0.08%
16,698
+7,989
97
$13.5M 0.08%
110,684
+1,364
98
$13M 0.08%
84,102
-14,909
99
$12.8M 0.08%
73,930
+58,034
100
$12.6M 0.08%
49,239
+5,114
2 3
4
5 6