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
$5.83B
AUM Growth
+$331M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$46.2M
2
+$28.9M
3
+$22.4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$14.7M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$12.2M

Top Sells

1
+$24.3M
2
+$5.2M
3
+$4.83M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$4.82M
5
GE icon
GE Aerospace
GE
+$4.67M

Sector Composition

1 Technology 2.28%
2 Financials 1.77%
3 Healthcare 1%
4 Communication Services 0.88%
5 Consumer Discretionary 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.66M 0.05%
50,731
-1,007
127
$2.64M 0.05%
110,049
+53,352
128
$2.64M 0.05%
144,315
+12,534
129
$2.62M 0.04%
50,093
-13,324
130
$2.56M 0.04%
17,363
131
$2.53M 0.04%
66,673
132
$2.47M 0.04%
57,960
-1,742
133
$2.45M 0.04%
108,345
+345
134
$2.34M 0.04%
24,046
-2,506
135
$2.32M 0.04%
4,667
-791
136
$2.26M 0.04%
64,000
137
$2.25M 0.04%
22,497
-2,418
138
$2.24M 0.04%
17,379
+288
139
$2.23M 0.04%
28,870
-6,835
140
$2.21M 0.04%
+298,122
141
$2.21M 0.04%
93,708
-3,929
142
$2.16M 0.04%
40,466
-435
143
$2.15M 0.04%
6,467
+41
144
$2.12M 0.04%
55,983
+5,227
145
$2.11M 0.04%
89,875
+54,494
146
$2.1M 0.04%
81,235
-485
147
$2.09M 0.04%
67,608
-18,658
148
$2.06M 0.04%
35,000
149
$2.05M 0.04%
162,619
-74,844
150
$2.05M 0.04%
164,125
+4,087
4 5
6
7 8