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
$3.36B
AUM Growth
+$1.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
601
New
Increased
Reduced
Closed

Top Buys

1
+$177M
2
+$152M
3
+$117M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$79.9M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$71M

Top Sells

1
+$18.7M
2
+$4.68M
3
+$4.36M
4
TIF
Tiffany & Co.
TIF
+$3.7M
5
RPRX icon
Royalty Pharma
RPRX
+$2.21M

Sector Composition

1 Technology 4.7%
2 Financials 3.38%
3 Healthcare 2.44%
4 Consumer Discretionary 2.27%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.96M 0.09%
34,304
-8,282
102
$2.93M 0.09%
20,053
+13,589
103
$2.93M 0.09%
19,343
+9,857
104
$2.9M 0.09%
33,614
+3,875
105
$2.86M 0.09%
131,798
+69,305
106
$2.84M 0.08%
63,491
+17,889
107
$2.81M 0.08%
+68,116
108
$2.78M 0.08%
91,740
+42,608
109
$2.69M 0.08%
+82,973
110
$2.67M 0.08%
23,457
+21,254
111
$2.6M 0.08%
12,108
+6,846
112
$2.59M 0.08%
49,631
+1,122
113
$2.54M 0.08%
14,389
+8,195
114
$2.53M 0.08%
12,051
+1,979
115
$2.53M 0.08%
+76,858
116
$2.52M 0.07%
6,682
+1,479
117
$2.43M 0.07%
138,205
118
$2.39M 0.07%
+25,000
119
$2.37M 0.07%
54,220
+19,960
120
$2.37M 0.07%
12,023
+6,990
121
$2.37M 0.07%
26,979
+10,905
122
$2.33M 0.07%
+45,171
123
$2.29M 0.07%
27,153
+17,846
124
$2.27M 0.07%
4,250
+779
125
$2.27M 0.07%
9,746
+2,340
3 4
5
6 7