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
$1.37B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$8.36M
3
+$5.65M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.97M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.39M

Top Sells

1
+$5M
2
+$3.28M
3
+$1.83M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.2M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$834K

Sector Composition

1 Financials 2.34%
2 Technology 1.84%
3 Healthcare 1.12%
4 Communication Services 1.03%
5 Consumer Staples 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$365K 0.03%
2,369
-197
127
$358K 0.03%
+7,510
128
$350K 0.03%
2,663
+601
129
$349K 0.03%
6,277
+1,216
130
$347K 0.03%
3,172
+319
131
$346K 0.03%
5,327
+99
132
$345K 0.03%
918
-27
133
$340K 0.02%
1
134
$338K 0.02%
4,076
+1,200
135
$336K 0.02%
2,466
+547
136
$336K 0.02%
864
+244
137
$336K 0.02%
14,162
+1,751
138
$335K 0.02%
2,796
+701
139
$334K 0.02%
3,666
+1,431
140
$328K 0.02%
+10,667
141
$325K 0.02%
2,202
+443
142
$316K 0.02%
4,863
+1,219
143
$314K 0.02%
5,856
+1,022
144
$309K 0.02%
+2,162
145
$309K 0.02%
2,778
+49
146
$309K 0.02%
1,602
+90
147
$301K 0.02%
+5,346
148
$298K 0.02%
1,003
+94
149
$295K 0.02%
+1,441
150
$293K 0.02%
+1,833
4 5
6
7 8