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
$2.38B
AUM Growth
+$1.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$98.1M
3
+$77.2M
4
ACN icon
Accenture
ACN
+$72.4M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$49M

Top Sells

1
+$40.3M
2
+$8.4M
3
+$1.64M
4
DB icon
Deutsche Bank
DB
+$1.28M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.17M

Sector Composition

1 Technology 7.84%
2 Healthcare 3.67%
3 Financials 3.55%
4 Communication Services 2.33%
5 Consumer Discretionary 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.75M 0.12%
+94,785
102
$2.75M 0.12%
24,060
+22,186
103
$2.71M 0.11%
9,513
+7,433
104
$2.63M 0.11%
12,984
+10,858
105
$2.62M 0.11%
+18,527
106
$2.61M 0.11%
69,420
+55,830
107
$2.55M 0.11%
11,692
+10,093
108
$2.51M 0.11%
32,993
+23,205
109
$2.51M 0.11%
12,910
+10,372
110
$2.49M 0.1%
+82,492
111
$2.48M 0.1%
116,647
+87,004
112
$2.4M 0.1%
14,537
+12,463
113
$2.36M 0.1%
48,784
+36,889
114
$2.35M 0.1%
+152,230
115
$2.31M 0.1%
16,366
+13,936
116
$2.3M 0.1%
31,507
+8,540
117
$2.19M 0.09%
30,153
+20,724
118
$2.14M 0.09%
+376,414
119
$2.13M 0.09%
+61,020
120
$2.08M 0.09%
21,754
+14,538
121
$2.03M 0.09%
36,405
+27,128
122
$2.01M 0.08%
13,978
+7,429
123
$2.01M 0.08%
304,560
+228,400
124
$1.99M 0.08%
19,942
+16,959
125
$1.98M 0.08%
21,263
+14,122
3 4
5
6 7