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
$6.12B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$15.6M
3
+$14.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$9.6M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.88M

Top Sells

1
+$44.4M
2
+$28M
3
+$4.79M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.93M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.56M

Sector Composition

1 Technology 2.6%
2 Financials 1.7%
3 Healthcare 0.96%
4 Consumer Discretionary 0.92%
5 Communication Services 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.57M 0.07%
56,392
-5,488
102
$4.54M 0.07%
123,709
-4,600
103
$4.39M 0.07%
191,045
-11,471
104
$4.39M 0.07%
27,215
-421
105
$4.22M 0.07%
17,775
+2,577
106
$4.2M 0.07%
117,873
-8,938
107
$4.11M 0.07%
13,233
-624
108
$4.03M 0.07%
100,082
-5
109
$4.02M 0.07%
36,898
+893
110
$3.68M 0.06%
9,351
+596
111
$3.47M 0.06%
29,156
112
$3.45M 0.06%
88,087
+7,656
113
$3.41M 0.06%
76,567
-6,701
114
$3.34M 0.05%
11,198
-615
115
$3.32M 0.05%
78,370
+8,230
116
$3.28M 0.05%
52,652
+2,002
117
$3.25M 0.05%
38,639
+2,899
118
$3.24M 0.05%
61,806
-7,989
119
$3.02M 0.05%
22,534
-900
120
$2.98M 0.05%
103,880
-3,212
121
$2.97M 0.05%
119,806
-9,134
122
$2.88M 0.05%
50,826
+95
123
$2.85M 0.05%
119,563
+9,514
124
$2.83M 0.05%
28,566
-960
125
$2.74M 0.04%
5,090
+423
3 4
5
6 7