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
$4.78B
AUM Growth
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$50.4M
2
+$30.5M
3
+$21.2M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$21M
5
VUG icon
Vanguard Growth ETF
VUG
+$20.3M

Top Sells

1
+$24.4M
2
+$7.26M
3
+$4.1M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$4.02M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4M

Sector Composition

1 Technology 2.2%
2 Financials 1.84%
3 Healthcare 1.21%
4 Consumer Discretionary 1.01%
5 Communication Services 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.09M 0.09%
135,505
+28,049
102
$3.91M 0.08%
183,884
+45,549
103
$3.87M 0.08%
33,828
-3,939
104
$3.81M 0.08%
44,192
+431
105
$3.8M 0.08%
29,597
+3,531
106
$3.75M 0.08%
97,082
+30,291
107
$3.73M 0.08%
385,143
+25,044
108
$3.57M 0.07%
34,141
+213
109
$3.53M 0.07%
36,485
+164
110
$3.5M 0.07%
96,658
-7,718
111
$3.36M 0.07%
29,156
112
$3.32M 0.07%
69,507
+54,816
113
$3.26M 0.07%
70,695
+2,503
114
$3.23M 0.07%
31,497
-490
115
$3.14M 0.07%
37,472
-207
116
$2.97M 0.06%
81,276
+34,526
117
$2.85M 0.06%
65,802
+342
118
$2.77M 0.06%
9,760
+754
119
$2.68M 0.06%
11,620
+265
120
$2.68M 0.06%
15,078
+315
121
$2.58M 0.05%
548,434
122
$2.52M 0.05%
110,464
-4,091
123
$2.52M 0.05%
18,567
-1,948
124
$2.48M 0.05%
17,425
-202
125
$2.47M 0.05%
36,820
+3,331
3 4
5
6 7