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
$5.5B
AUM Growth
+$711M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$41.3M
2
+$40.1M
3
+$37.9M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$27.1M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$26.1M

Top Sells

1
+$23.2M
2
+$7.67M
3
+$7.4M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$6.19M
5
VTV icon
Vanguard Value ETF
VTV
+$5.76M

Sector Composition

1 Technology 2.3%
2 Financials 1.86%
3 Healthcare 1.41%
4 Consumer Discretionary 0.94%
5 Consumer Staples 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.59M 0.08%
100,791
+88,442
102
$4.54M 0.08%
140,315
-18,071
103
$4.46M 0.08%
40,589
+4,104
104
$4.45M 0.08%
196,001
+12,117
105
$4.31M 0.08%
51,738
+19,761
106
$4.3M 0.08%
548,434
107
$4.16M 0.08%
125,557
-9,948
108
$4.13M 0.08%
79,099
-17,983
109
$4.05M 0.07%
19,494
+4,416
110
$4M 0.07%
27,560
-2,037
111
$3.99M 0.07%
384,103
-1,040
112
$3.87M 0.07%
11,143
+1,383
113
$3.68M 0.07%
26,096
+8,406
114
$3.61M 0.07%
76,299
+10,497
115
$3.54M 0.06%
13,433
+1,813
116
$3.48M 0.06%
29,443
+287
117
$3.47M 0.06%
89,029
-7,629
118
$3.29M 0.06%
31,190
-307
119
$3.23M 0.06%
32,548
+15,141
120
$3.19M 0.06%
83,665
+2,389
121
$3.02M 0.06%
63,417
+6,563
122
$2.99M 0.05%
24,839
+6,272
123
$2.98M 0.05%
35,705
+4,686
124
$2.87M 0.05%
61,786
-8,909
125
$2.84M 0.05%
39,538
+2,718
3 4
5
6 7