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
$4.82B
AUM Growth
+$1.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$151M
2
+$99.2M
3
+$81.8M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$60.7M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$59.6M

Top Sells

1
+$25.6M
2
+$14.4M
3
+$13.8M
4
TSLA icon
Tesla
TSLA
+$5.52M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.22M

Sector Composition

1 Technology 2.87%
2 Financials 2.73%
3 Consumer Discretionary 1.75%
4 Healthcare 1.3%
5 Communication Services 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.96M 0.06%
22,322
+6,753
127
$2.96M 0.06%
122,906
-37,844
128
$2.91M 0.06%
+126,594
129
$2.88M 0.06%
203,726
+158,396
130
$2.88M 0.06%
11,923
+6,489
131
$2.86M 0.06%
77,691
+333
132
$2.86M 0.06%
19,474
+7,730
133
$2.85M 0.06%
49,879
+251
134
$2.81M 0.06%
60,498
+22,668
135
$2.8M 0.06%
28,451
-1,504
136
$2.72M 0.06%
133,231
+45,709
137
$2.7M 0.06%
+13,742
138
$2.68M 0.06%
43,665
139
$2.55M 0.05%
93,072
+691
140
$2.55M 0.05%
+120,864
141
$2.54M 0.05%
30,526
+5,952
142
$2.54M 0.05%
9,349
+8,032
143
$2.5M 0.05%
+139,284
144
$2.4M 0.05%
44,160
+30,373
145
$2.38M 0.05%
35,205
146
$2.35M 0.05%
+75,219
147
$2.35M 0.05%
21,638
+2,974
148
$2.33M 0.05%
+38,261
149
$2.32M 0.05%
41,509
+19,890
150
$2.31M 0.05%
13,642
-1,153
4 5
6
7 8