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
$4.78B
AUM Growth
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$50.4M
2
+$30.5M
3
+$21.2M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$21M
5
VUG icon
Vanguard Growth ETF
VUG
+$20.3M

Top Sells

1
+$24.4M
2
+$7.26M
3
+$4.1M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$4.02M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4M

Sector Composition

1 Technology 2.2%
2 Financials 1.84%
3 Healthcare 1.21%
4 Consumer Discretionary 1.01%
5 Communication Services 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.45M 0.05%
30,894
+21,626
127
$2.43M 0.05%
31,019
-1,522
128
$2.41M 0.05%
215,184
+64,299
129
$2.41M 0.05%
27,434
+23,812
130
$2.39M 0.05%
86,028
+3,594
131
$2.37M 0.05%
66,673
132
$2.3M 0.05%
31,977
+564
133
$2.27M 0.05%
56,854
+7,322
134
$2.27M 0.05%
142,569
+120
135
$2.23M 0.05%
46,209
+5,670
136
$2.15M 0.04%
106,419
+1,188
137
$2.11M 0.04%
4,470
-1,586
138
$2.1M 0.04%
17,690
+2,795
139
$2.09M 0.04%
22,195
-1,666
140
$2.07M 0.04%
24,913
+355
141
$2.04M 0.04%
17,486
+3,933
142
$2.01M 0.04%
91,389
-2,555
143
$2M 0.04%
49,628
144
$1.98M 0.04%
27,860
+5,123
145
$1.93M 0.04%
40,646
+1,002
146
$1.92M 0.04%
64,000
147
$1.91M 0.04%
84,426
-74,284
148
$1.91M 0.04%
42,964
-2,173
149
$1.89M 0.04%
+49,079
150
$1.89M 0.04%
64,640
-5,159
4 5
6
7 8