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
$4.21B
AUM Growth
+$854M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$118M
2
+$54.2M
3
+$47.2M
4
JNJ icon
Johnson & Johnson
JNJ
+$42.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$27.4M

Top Sells

1
+$18.9M
2
+$8.5M
3
+$4.76M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.29M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.91M

Sector Composition

1 Technology 5%
2 Financials 3.74%
3 Healthcare 3.48%
4 Consumer Discretionary 2.71%
5 Communication Services 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.05M 0.07%
16,019
+2,347
127
$3.02M 0.07%
32,947
-667
128
$2.98M 0.07%
25,052
+1,595
129
$2.98M 0.07%
19,801
+458
130
$2.97M 0.07%
77,358
+500
131
$2.95M 0.07%
47,998
-18,482
132
$2.9M 0.07%
33,641
-663
133
$2.88M 0.07%
21,709
+299
134
$2.82M 0.07%
14,222
-167
135
$2.72M 0.06%
49,631
136
$2.72M 0.06%
12,523
+2,701
137
$2.69M 0.06%
52,569
+18,674
138
$2.66M 0.06%
12,016
+4,987
139
$2.64M 0.06%
138,205
140
$2.63M 0.06%
22,280
+8,546
141
$2.63M 0.06%
33,852
+15,095
142
$2.61M 0.06%
13,088
+1,065
143
$2.61M 0.06%
10,240
+2,118
144
$2.59M 0.06%
10,416
+2,718
145
$2.57M 0.06%
32,000
146
$2.56M 0.06%
38,021
-28,449
147
$2.56M 0.06%
10,688
+5,451
148
$2.54M 0.06%
40,290
+8,700
149
$2.54M 0.06%
36,127
+5,321
150
$2.53M 0.06%
26,682
-297
4 5
6
7 8