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
$3.36B
AUM Growth
+$1.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
601
New
Increased
Reduced
Closed

Top Buys

1
+$177M
2
+$152M
3
+$117M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$79.9M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$71M

Top Sells

1
+$18.7M
2
+$4.68M
3
+$4.36M
4
TIF
Tiffany & Co.
TIF
+$3.7M
5
RPRX icon
Royalty Pharma
RPRX
+$2.21M

Sector Composition

1 Technology 4.7%
2 Financials 3.38%
3 Healthcare 2.44%
4 Consumer Discretionary 2.27%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.25M 0.07%
7,154
+1,050
127
$2.19M 0.07%
13,672
+8,800
128
$2.16M 0.06%
8,866
+7,084
129
$2.16M 0.06%
7,062
-1,336
130
$2.12M 0.06%
32,755
+23,842
131
$2.12M 0.06%
4,552
+1,656
132
$2.1M 0.06%
10,103
+5,526
133
$2.1M 0.06%
17,473
+10,782
134
$2.1M 0.06%
2,903
+1,781
135
$2.09M 0.06%
9,822
+3,489
136
$2.07M 0.06%
7,602
+1,545
137
$2.01M 0.06%
+15,770
138
$1.99M 0.06%
30,806
+6,915
139
$1.97M 0.06%
47,670
+31,010
140
$1.96M 0.06%
31,590
+10,089
141
$1.94M 0.06%
8,156
+4,358
142
$1.9M 0.06%
+79,504
143
$1.9M 0.06%
+32,000
144
$1.8M 0.05%
+25,134
145
$1.77M 0.05%
7,698
+2,889
146
$1.76M 0.05%
49,406
147
$1.74M 0.05%
8,122
+4,795
148
$1.73M 0.05%
6,563
+3,390
149
$1.72M 0.05%
52,372
-20,258
150
$1.69M 0.05%
32,123
-2,256
4 5
6
7 8