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
$1.68B
AUM Growth
+$251M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$10.9M
3
+$8.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.58M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$7.29M

Top Sells

1
+$12.2M
2
+$5.44M
3
+$1.72M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.62M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.1M

Sector Composition

1 Technology 4.13%
2 Financials 3.23%
3 Healthcare 2.68%
4 Communication Services 1.83%
5 Consumer Discretionary 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$975K 0.06%
6,194
-487
127
$970K 0.06%
+19,653
128
$970K 0.06%
16,667
+3,036
129
$961K 0.06%
5,033
+723
130
$960K 0.06%
2,691
-197
131
$951K 0.06%
1,524
+59
132
$939K 0.06%
972
+16
133
$929K 0.06%
8,938
-512
134
$901K 0.05%
4,577
+103
135
$885K 0.05%
6,201
+480
136
$879K 0.05%
6,304
-5,366
137
$868K 0.05%
4,205
+723
138
$866K 0.05%
6,464
+941
139
$863K 0.05%
4,872
+1,110
140
$813K 0.05%
3,798
+2,336
141
$808K 0.05%
4,872
+516
142
$788K 0.05%
4,730
+154
143
$778K 0.05%
6,691
+1,075
144
$766K 0.05%
3,169
+111
145
$757K 0.05%
3,916
-32
146
$756K 0.04%
3,173
+9
147
$744K 0.04%
+15,607
148
$728K 0.04%
1,898
+57
149
$721K 0.04%
12,344
-8,443
150
$699K 0.04%
29,020
+8,500
4 5
6
7 8