WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $17.8B
1-Year Est. Return 13.58%
This Quarter Est. Return
1 Year Est. Return
+13.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.81B
AUM Growth
+$311M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$86.9M
2
+$59.1M
3
+$21.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$18.7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$17.4M

Top Sells

1
+$73.3M
2
+$15.6M
3
+$8.75M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.22M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$5.43M

Sector Composition

1 Technology 3.34%
2 Financials 2.84%
3 Consumer Discretionary 1.12%
4 Healthcare 1.06%
5 Communication Services 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$6.25M 0.08%
11,680
-643
102
$6.18M 0.08%
33,869
-422
103
$6.05M 0.08%
13,720
+72
104
$5.96M 0.08%
11,699
-531
105
$5.83M 0.07%
8,632
+2,736
106
$5.77M 0.07%
150,367
-7,646
107
$5.75M 0.07%
139,482
+29,668
108
$5.68M 0.07%
62,304
+288
109
$5.66M 0.07%
+65,112
110
$5.61M 0.07%
30,819
+30
111
$5.52M 0.07%
553,079
112
$5.49M 0.07%
161,516
-21,388
113
$5.17M 0.07%
5,712
-287
114
$5.03M 0.06%
30,510
-146
115
$5.02M 0.06%
74,143
+358
116
$5.01M 0.06%
31,220
-1,150
117
$5M 0.06%
61,329
-1,031
118
$4.99M 0.06%
125,540
+6,708
119
$4.99M 0.06%
25,204
+1,309
120
$4.82M 0.06%
103,874
+61,531
121
$4.57M 0.06%
45,102
+19,879
122
$4.43M 0.06%
149,379
+6,855
123
$4.42M 0.06%
190,081
-3,881
124
$4.36M 0.06%
47,540
-6,137
125
$4.36M 0.06%
25,186
-103
3 4
5
6 7