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
$4.21B
AUM Growth
+$854M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$118M
2
+$54.2M
3
+$47.2M
4
JNJ icon
Johnson & Johnson
JNJ
+$42.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$27.4M

Top Sells

1
+$18.9M
2
+$8.5M
3
+$4.76M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.29M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.91M

Sector Composition

1 Technology 5%
2 Financials 3.74%
3 Healthcare 3.48%
4 Consumer Discretionary 2.71%
5 Communication Services 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.13M 0.1%
91,200
+19,473
102
$4.11M 0.1%
26,119
+3,766
103
$4.07M 0.1%
18,480
+8,377
104
$4.06M 0.1%
12,723
+5,569
105
$3.99M 0.09%
43,624
-16,372
106
$3.96M 0.09%
36,588
+6,694
107
$3.95M 0.09%
295,680
+28,760
108
$3.83M 0.09%
50,602
+6,145
109
$3.83M 0.09%
36,499
+9,346
110
$3.78M 0.09%
71,059
+2,943
111
$3.77M 0.09%
+161,680
112
$3.65M 0.09%
10,356
+3,674
113
$3.59M 0.09%
25,438
+16
114
$3.53M 0.08%
154,568
+22,770
115
$3.38M 0.08%
+281,541
116
$3.36M 0.08%
+145,636
117
$3.35M 0.08%
26,305
+8,832
118
$3.34M 0.08%
44,778
+12,023
119
$3.27M 0.08%
7,159
+2,607
120
$3.2M 0.08%
32,556
+22,249
121
$3.15M 0.07%
18,365
+14,643
122
$3.14M 0.07%
6,270
+617
123
$3.11M 0.07%
+95,731
124
$3.1M 0.07%
80,347
-2,626
125
$3.1M 0.07%
11,173
-380
3 4
5
6 7