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
$2.38B
AUM Growth
+$1.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$98.1M
3
+$77.2M
4
ACN icon
Accenture
ACN
+$72.4M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$49M

Top Sells

1
+$40.3M
2
+$8.4M
3
+$1.64M
4
DB icon
Deutsche Bank
DB
+$1.28M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.17M

Sector Composition

1 Technology 7.84%
2 Healthcare 3.67%
3 Financials 3.55%
4 Communication Services 2.33%
5 Consumer Discretionary 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.95M 0.08%
14,230
+8,917
127
$1.9M 0.08%
+26,916
128
$1.89M 0.08%
+27,725
129
$1.89M 0.08%
+22,463
130
$1.89M 0.08%
48,750
+10,430
131
$1.88M 0.08%
+37,522
132
$1.86M 0.08%
+35,658
133
$1.85M 0.08%
31,243
+25,785
134
$1.84M 0.08%
+79,727
135
$1.8M 0.08%
25,214
-4,986
136
$1.78M 0.07%
+25,000
137
$1.78M 0.07%
7,347
+5,250
138
$1.72M 0.07%
+17,892
139
$1.69M 0.07%
+13,183
140
$1.66M 0.07%
+5,475
141
$1.64M 0.07%
13,965
+7,392
142
$1.64M 0.07%
3,731
+3,261
143
$1.62M 0.07%
12,142
+9,459
144
$1.62M 0.07%
11,670
+9,007
145
$1.6M 0.07%
23,711
+15,653
146
$1.57M 0.07%
+5,046
147
$1.57M 0.07%
+17,812
148
$1.54M 0.06%
30,773
+14,701
149
$1.51M 0.06%
6,876
+124
150
$1.49M 0.06%
+2,299
4 5
6
7 8