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
$1.43B
AUM Growth
-$955M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$3.6M
3
+$2.47M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.33M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$813K

Top Sells

1
+$132M
2
+$106M
3
+$93.7M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$82.4M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$54.6M

Sector Composition

1 Technology 3.9%
2 Financials 3.36%
3 Healthcare 2.46%
4 Communication Services 1.72%
5 Consumer Discretionary 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.06M 0.07%
4,490
-8,494
102
$1.05M 0.07%
17,890
-18,515
103
$1.04M 0.07%
43,668
-72,979
104
$1.03M 0.07%
32,800
-29,890
105
$1.02M 0.07%
22,917
-58,930
106
$1M 0.07%
22,402
-108,211
107
$994K 0.07%
2,744
-2,414
108
$986K 0.07%
3,593
+570
109
$964K 0.07%
2,888
+284
110
$906K 0.06%
15,096
-44,524
111
$870K 0.06%
9,537
-14,174
112
$868K 0.06%
4,707
-9,830
113
$867K 0.06%
9,450
-6,640
114
$838K 0.06%
16,394
-14,379
115
$813K 0.06%
+11,031
116
$810K 0.06%
4,932
-6,738
117
$801K 0.06%
6,681
-14,582
118
$791K 0.06%
3,058
-8,634
119
$787K 0.05%
13,631
-12,673
120
$771K 0.05%
10,024
-7,947
121
$770K 0.05%
+956
122
$768K 0.05%
6,329
+1,625
123
$757K 0.05%
4,474
-11,892
124
$747K 0.05%
1,465
-712
125
$738K 0.05%
+9,145
3 4
5
6 7