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
$16.7B
AUM Growth
+$6.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
837
New
Increased
Reduced
Closed

Top Buys

1
+$1.48B
2
+$606M
3
+$601M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$459M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$403M

Top Sells

1
+$9.65M
2
+$4.68M
3
+$3.48M
4
OKE icon
Oneok
OKE
+$3.01M
5
PLTR icon
Palantir
PLTR
+$2.58M

Sector Composition

1 Technology 2.61%
2 Financials 1.9%
3 Consumer Discretionary 0.77%
4 Healthcare 0.76%
5 Consumer Staples 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$11.8M 0.07%
470,232
+2,576
102
$11.5M 0.07%
76,446
+10,836
103
$11.4M 0.07%
141,797
-5,591
104
$11.3M 0.07%
53,742
-1,473
105
$10.9M 0.07%
89,910
+5,147
106
$10.9M 0.07%
179,995
-1,866
107
$10.8M 0.06%
71,898
+36,079
108
$10.4M 0.06%
33,150
+15,579
109
$10.3M 0.06%
143,588
+119,977
110
$10.3M 0.06%
77,466
+32
111
$10.2M 0.06%
127,793
-11,686
112
$10.1M 0.06%
147,949
+388
113
$10.1M 0.06%
375,386
-4,136
114
$9.98M 0.06%
+13
115
$9.69M 0.06%
118,625
-1,055
116
$9.56M 0.06%
59,543
-119
117
$9.38M 0.06%
371,939
-71,833
118
$9.23M 0.06%
42,178
-1,458
119
$9.09M 0.05%
35,090
+832
120
$9.07M 0.05%
25,886
+1,537
121
$8.97M 0.05%
221,981
+466
122
$8.95M 0.05%
16,769
+934
123
$8.88M 0.05%
90,522
+47,805
124
$8.7M 0.05%
211,065
-1,425
125
$8.64M 0.05%
329,642
+164,323
3 4
5
6 7