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
$5.83B
AUM Growth
+$331M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$46.2M
2
+$28.9M
3
+$22.4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$14.7M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$12.2M

Top Sells

1
+$24.3M
2
+$5.2M
3
+$4.83M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$4.82M
5
GE icon
GE Aerospace
GE
+$4.67M

Sector Composition

1 Technology 2.28%
2 Financials 1.77%
3 Healthcare 1%
4 Communication Services 0.88%
5 Consumer Discretionary 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.48M 0.08%
126,811
-13,504
102
$4.33M 0.07%
33,249
-7,402
103
$4.19M 0.07%
27,636
+76
104
$4.19M 0.07%
39,396
-6,941
105
$4.16M 0.07%
548,434
106
$4.09M 0.07%
13,857
-3,435
107
$3.99M 0.07%
100,087
-704
108
$3.73M 0.06%
29,156
-287
109
$3.65M 0.06%
17,208
-7,631
110
$3.65M 0.06%
36,005
-4,584
111
$3.45M 0.06%
83,268
-5,761
112
$3.43M 0.06%
69,795
-6,504
113
$3.43M 0.06%
15,198
-4,296
114
$3.34M 0.06%
37,989
-70
115
$3.3M 0.06%
11,813
-1,620
116
$3.2M 0.05%
128,940
+50,479
117
$3.18M 0.05%
8,755
-2,388
118
$3.11M 0.05%
80,431
-3,234
119
$3.07M 0.05%
29,526
-3,022
120
$3.07M 0.05%
23,434
-2,662
121
$3.06M 0.05%
107,092
-18,465
122
$3.04M 0.05%
12,316
+10,940
123
$2.79M 0.05%
35,740
-3,798
124
$2.75M 0.05%
50,650
+8,002
125
$2.74M 0.05%
58,061
-3,725
3 4
5
6 7