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
$6.06B
AUM Growth
-$62.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$13.9M
3
+$11.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$11.2M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11.1M

Top Sells

1
+$35.3M
2
+$24M
3
+$16.8M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$16.4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.7M

Sector Composition

1 Technology 2.93%
2 Financials 1.92%
3 Healthcare 1.23%
4 Consumer Discretionary 1.04%
5 Communication Services 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.46M 0.09%
18,173
+410
102
$5.38M 0.09%
59,513
-19,601
103
$5.18M 0.09%
13,080
+3,729
104
$5.15M 0.09%
30,407
+3,675
105
$5.02M 0.08%
16,621
+3,388
106
$4.98M 0.08%
150,164
+26,455
107
$4.96M 0.08%
152,941
+24,859
108
$4.94M 0.08%
+126,992
109
$4.77M 0.08%
8,449
+3,359
110
$4.59M 0.08%
105,540
+27,170
111
$4.5M 0.07%
501,763
+24,187
112
$4.27M 0.07%
18,557
+782
113
$4.24M 0.07%
27,590
+375
114
$4.09M 0.07%
8,073
+5,176
115
$4.01M 0.07%
189,430
-1,615
116
$3.94M 0.07%
40,698
+3,800
117
$3.84M 0.06%
71,385
+23,194
118
$3.82M 0.06%
113,762
-4,111
119
$3.81M 0.06%
100,083
+1
120
$3.78M 0.06%
46,698
-9,694
121
$3.66M 0.06%
26,068
+3,534
122
$3.55M 0.06%
66,633
+4,827
123
$3.48M 0.06%
118,735
+69,091
124
$3.48M 0.06%
13,196
+1,998
125
$3.42M 0.06%
53,926
+34,630
3 4
5
6 7