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
$9.83B
AUM Growth
+$2.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
779
New
Increased
Reduced
Closed

Top Buys

1
+$262M
2
+$158M
3
+$72.9M
4
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$62.7M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$60.8M

Top Sells

1
+$13.8M
2
+$7.51M
3
+$5.6M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$2.46M
5
VT icon
Vanguard Total World Stock ETF
VT
+$2.02M

Sector Composition

1 Technology 3.25%
2 Financials 2.63%
3 Healthcare 1.07%
4 Consumer Discretionary 1.03%
5 Communication Services 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$10.1M 0.1%
77,380
102
$9.98M 0.1%
138,910
-4,392
103
$9.8M 0.1%
66,556
+1,576
104
$9.8M 0.1%
44,854
-3,831
105
$9.69M 0.1%
123,138
-8,730
106
$9.59M 0.1%
81,504
+1,697
107
$9.58M 0.1%
70,927
+4,238
108
$9.56M 0.1%
174,758
-13,926
109
$9.46M 0.1%
+73,719
110
$9.16M 0.09%
225,505
+217,786
111
$9.06M 0.09%
71,821
+57,020
112
$8.95M 0.09%
214,622
+205,677
113
$8.82M 0.09%
21,758
+1,335
114
$8.76M 0.09%
516,254
-36,825
115
$8.55M 0.09%
15,006
+3,326
116
$8.53M 0.09%
8,112
+7,643
117
$8.49M 0.09%
59,738
+7,120
118
$8.4M 0.09%
179,333
-1,523
119
$7.89M 0.08%
69,847
-19
120
$7.81M 0.08%
13,363
+1,664
121
$7.78M 0.08%
65,099
+93
122
$7.77M 0.08%
295,632
+56
123
$7.59M 0.08%
38,331
+4,462
124
$7.43M 0.08%
288,536
+6,300
125
$7.37M 0.08%
14,927
+1,207
3 4
5
6 7