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
$4.82B
AUM Growth
+$1.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$151M
2
+$99.2M
3
+$81.8M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$60.7M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$59.6M

Top Sells

1
+$25.6M
2
+$14.4M
3
+$13.8M
4
TSLA icon
Tesla
TSLA
+$5.52M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.22M

Sector Composition

1 Technology 2.87%
2 Financials 2.73%
3 Consumer Discretionary 1.75%
4 Healthcare 1.3%
5 Communication Services 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.3M 0.09%
87,034
+76,822
102
$4.25M 0.09%
45,031
+14,877
103
$4.24M 0.09%
28,209
+6,507
104
$4.2M 0.09%
82,212
+40,908
105
$3.95M 0.08%
75,821
-40,007
106
$3.94M 0.08%
11,317
+1,367
107
$3.87M 0.08%
12,913
+12,004
108
$3.81M 0.08%
59,305
+53,781
109
$3.73M 0.08%
25,639
+347
110
$3.62M 0.08%
48,123
+25,303
111
$3.54M 0.07%
288,408
-119,748
112
$3.49M 0.07%
+29,061
113
$3.47M 0.07%
21,465
+870
114
$3.42M 0.07%
37,401
+4,315
115
$3.39M 0.07%
+389,000
116
$3.39M 0.07%
7,538
+3,860
117
$3.35M 0.07%
42,701
+19,895
118
$3.23M 0.07%
32,056
+56
119
$3.15M 0.07%
59,224
+4,059
120
$3.13M 0.06%
15,458
-497
121
$3.1M 0.06%
13,562
+5,078
122
$3.1M 0.06%
58,170
+30,403
123
$3.07M 0.06%
21,110
+11,880
124
$3.06M 0.06%
30,174
+13,112
125
$3.05M 0.06%
25,850
+8,248
3 4
5
6 7