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
$1.68B
AUM Growth
+$251M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$10.9M
3
+$8.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.58M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$7.29M

Top Sells

1
+$12.2M
2
+$5.44M
3
+$1.72M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.62M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.1M

Sector Composition

1 Technology 4.13%
2 Financials 3.23%
3 Healthcare 2.68%
4 Communication Services 1.83%
5 Consumer Discretionary 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.46M 0.09%
31,194
+564
102
$1.44M 0.09%
11,595
+718
103
$1.43M 0.09%
6,057
+3,672
104
$1.43M 0.08%
23,891
+3,481
105
$1.38M 0.08%
27,998
+5,596
106
$1.35M 0.08%
62,493
-11,178
107
$1.3M 0.08%
21,501
+3,611
108
$1.29M 0.08%
16,074
-190
109
$1.28M 0.08%
+9,486
110
$1.28M 0.08%
2,896
+152
111
$1.25M 0.07%
34,260
+1,460
112
$1.24M 0.07%
+49,406
113
$1.22M 0.07%
4,809
+319
114
$1.18M 0.07%
49,132
+5,464
115
$1.17M 0.07%
7,227
+4,475
116
$1.16M 0.07%
5,262
+555
117
$1.14M 0.07%
9,679
+142
118
$1.14M 0.07%
3,471
-122
119
$1.13M 0.07%
3,761
+2,876
120
$1.12M 0.07%
16,160
+1,064
121
$1.04M 0.06%
6,333
+2,239
122
$1.01M 0.06%
17,515
+1,121
123
$1M 0.06%
337,770
124
$1M 0.06%
6,753
+1,821
125
$975K 0.06%
7,807
+1,478
3 4
5
6 7