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
$7.04B
AUM Growth
+$984M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1
+$64M
2
+$44.9M
3
+$44M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$28.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$22M

Top Sells

1
+$17.3M
2
+$8.23M
3
+$5M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$4.94M
5
VV icon
Vanguard Large-Cap ETF
VV
+$4.59M

Sector Composition

1 Technology 3.12%
2 Financials 1.85%
3 Healthcare 1.18%
4 Consumer Discretionary 1.11%
5 Communication Services 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$6.55M 0.09%
69,792
+4,607
102
$6.43M 0.09%
70,307
-5,469
103
$6.38M 0.09%
12,583
-151
104
$6.08M 0.09%
122,780
+17,240
105
$6.07M 0.09%
14,243
+1,163
106
$5.79M 0.08%
+197,938
107
$5.71M 0.08%
151,413
-1,528
108
$5.59M 0.08%
21,480
+2,923
109
$5.59M 0.08%
51,264
-6,262
110
$5.36M 0.08%
30,812
+3,222
111
$5.21M 0.07%
30,671
+264
112
$4.94M 0.07%
487,899
-13,864
113
$4.94M 0.07%
+123,362
114
$4.67M 0.07%
109,928
-41,230
115
$4.66M 0.07%
88,623
+21,990
116
$4.63M 0.07%
191,584
+2,154
117
$4.58M 0.07%
15,454
+2,258
118
$4.46M 0.06%
8,397
+324
119
$4.42M 0.06%
40,138
-560
120
$4.34M 0.06%
61,851
+7,925
121
$4.23M 0.06%
+64,321
122
$4.14M 0.06%
177,804
+104,090
123
$4.1M 0.06%
25,068
-1,000
124
$3.96M 0.06%
117,545
+7,838
125
$3.87M 0.06%
76,581
+5,196
3 4
5
6 7