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
$3.8B
AUM Growth
-$410M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
718
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$14.2M
3
+$13M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$12.8M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$11M

Top Sells

1
+$49.7M
2
+$36.2M
3
+$30.2M
4
AMZN icon
Amazon
AMZN
+$28.4M
5
META icon
Meta Platforms (Facebook)
META
+$18.4M

Sector Composition

1 Technology 2.11%
2 Financials 1.99%
3 Consumer Discretionary 1.16%
4 Consumer Staples 0.94%
5 Industrials 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.56M 0.04%
27,767
-50,389
127
$1.53M 0.04%
49,350
-10,000
128
$1.46M 0.04%
7,527
-8,492
129
$1.46M 0.04%
3,678
-6,678
130
$1.45M 0.04%
19,397
-11,346
131
$1.44M 0.04%
3,783
132
$1.43M 0.04%
9,230
-35,203
133
$1.41M 0.04%
5,948
-4,228
134
$1.39M 0.04%
9,232
-1,115
135
$1.35M 0.04%
12,786
-113
136
$1.31M 0.03%
1,496
-1,818
137
$1.26M 0.03%
8,851
-12,858
138
$1.25M 0.03%
5,434
-14,324
139
$1.25M 0.03%
5,520
-4,912
140
$1.25M 0.03%
11,143
-49,977
141
$1.23M 0.03%
21,619
-85,547
142
$1.23M 0.03%
67,845
-3,000
143
$1.22M 0.03%
33,173
-15,343
144
$1.2M 0.03%
22,770
-82,140
145
$1.2M 0.03%
+35,217
146
$1.19M 0.03%
20,981
-247
147
$1.17M 0.03%
50,000
148
$1.17M 0.03%
7,884
-7,207
149
$1.16M 0.03%
8,686
-4,105
150
$1.15M 0.03%
44,228
-12,380
4 5
6
7 8