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
$3.8B
AUM Growth
-$410M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
718
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$14.2M
3
+$13M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$12.8M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$11M

Top Sells

1
+$49.7M
2
+$36.2M
3
+$30.2M
4
AMZN icon
Amazon
AMZN
+$28.4M
5
META icon
Meta Platforms (Facebook)
META
+$18.4M

Sector Composition

1 Technology 2.11%
2 Financials 1.99%
3 Consumer Discretionary 1.16%
4 Consumer Staples 0.94%
5 Industrials 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.39M 0.06%
35,205
-2,816
102
$2.2M 0.06%
6,899
-22,390
103
$2.2M 0.06%
20,974
+11,914
104
$2.18M 0.06%
15,569
-10,736
105
$2.18M 0.06%
83,613
-942
106
$2.12M 0.06%
41,304
-49,775
107
$2.05M 0.05%
8,484
-5,738
108
$2.04M 0.05%
17,602
-54,951
109
$2.04M 0.05%
15,560
+4,755
110
$2.04M 0.05%
24,574
-632
111
$2.01M 0.05%
31,915
-43,917
112
$2M 0.05%
18,664
-6,388
113
$1.95M 0.05%
11,744
-17,810
114
$1.94M 0.05%
337,770
115
$1.91M 0.05%
5,546
-1,594
116
$1.9M 0.05%
87,522
-67,046
117
$1.84M 0.05%
15,517
-213
118
$1.84M 0.05%
4,616
+574
119
$1.79M 0.05%
17,062
-19,437
120
$1.78M 0.05%
37,830
-53,370
121
$1.77M 0.05%
22,820
-48,290
122
$1.67M 0.04%
22,806
-27,796
123
$1.66M 0.04%
6,265
-2,421
124
$1.64M 0.04%
31,420
-3,989
125
$1.63M 0.04%
28,454
+7,724
3 4
5
6 7