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
$1.37B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$8.36M
3
+$5.65M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.97M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.39M

Top Sells

1
+$5M
2
+$3.28M
3
+$1.83M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.2M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$834K

Sector Composition

1 Financials 2.34%
2 Technology 1.84%
3 Healthcare 1.12%
4 Communication Services 1.03%
5 Consumer Staples 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$538K 0.04%
2,538
+1,327
102
$512K 0.04%
2,126
+473
103
$500K 0.04%
3,383
104
$486K 0.04%
2,708
+209
105
$475K 0.03%
2,683
+994
106
$469K 0.03%
9,343
+664
107
$467K 0.03%
4,929
+368
108
$461K 0.03%
951
+209
109
$456K 0.03%
575
+19
110
$448K 0.03%
76,160
+21,040
111
$440K 0.03%
7,260
+2,348
112
$440K 0.03%
13,590
+3,050
113
$439K 0.03%
2,430
+585
114
$433K 0.03%
11,828
-1,184
115
$410K 0.03%
2,074
+137
116
$407K 0.03%
1,253
+322
117
$405K 0.03%
5,458
+1,446
118
$390K 0.03%
4,141
+1,068
119
$383K 0.03%
2,983
+380
120
$382K 0.03%
8,240
+1,061
121
$382K 0.03%
1,796
+355
122
$374K 0.03%
1,341
+9
123
$373K 0.03%
13,255
-690
124
$373K 0.03%
6,217
+1,083
125
$367K 0.03%
1,599
+296
3 4
5
6 7