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
$5.5B
AUM Growth
+$711M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$41.3M
2
+$40.1M
3
+$37.9M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$27.1M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$26.1M

Top Sells

1
+$23.2M
2
+$7.67M
3
+$7.4M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$6.19M
5
VTV icon
Vanguard Value ETF
VTV
+$5.76M

Sector Composition

1 Technology 2.3%
2 Financials 1.86%
3 Healthcare 1.41%
4 Consumer Discretionary 0.94%
5 Consumer Staples 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.82M 0.05%
38,059
+587
127
$2.76M 0.05%
237,463
+22,279
128
$2.72M 0.05%
86,266
+238
129
$2.71M 0.05%
21,965
+2,284
130
$2.69M 0.05%
26,552
+1,639
131
$2.66M 0.05%
17,363
-62
132
$2.64M 0.05%
66,673
133
$2.49M 0.05%
5,458
+988
134
$2.38M 0.04%
4,363
+402
135
$2.36M 0.04%
108,000
+1,581
136
$2.35M 0.04%
59,702
+17,059
137
$2.35M 0.04%
131,781
-10,788
138
$2.33M 0.04%
23,123
+2,340
139
$2.28M 0.04%
97,637
-12,827
140
$2.27M 0.04%
31,481
+3,621
141
$2.24M 0.04%
17,091
-395
142
$2.23M 0.04%
47,074
-22,433
143
$2.17M 0.04%
8,540
+494
144
$2.16M 0.04%
24,915
+2,720
145
$2.15M 0.04%
64,000
146
$2.14M 0.04%
42,648
+2,002
147
$2.13M 0.04%
6,426
+23
148
$2.13M 0.04%
115,612
+13,442
149
$2.11M 0.04%
5,779
+1,808
150
$2.1M 0.04%
41,912
-1,052
4 5
6
7 8