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
$6.12B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$15.6M
3
+$14.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$9.6M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.88M

Top Sells

1
+$44.4M
2
+$28M
3
+$4.79M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.93M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.56M

Sector Composition

1 Technology 2.6%
2 Financials 1.7%
3 Healthcare 0.96%
4 Consumer Discretionary 0.92%
5 Communication Services 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.72M 0.04%
543,079
-5,355
127
$2.65M 0.04%
138,123
-6,192
128
$2.56M 0.04%
54,972
-3,089
129
$2.52M 0.04%
106,272
-2,073
130
$2.5M 0.04%
196,652
+32,527
131
$2.49M 0.04%
48,191
-1,902
132
$2.47M 0.04%
66,673
133
$2.47M 0.04%
17,363
134
$2.47M 0.04%
12,555
+239
135
$2.4M 0.04%
103,885
+14,010
136
$2.4M 0.04%
156,628
-252
137
$2.35M 0.04%
64,000
138
$2.32M 0.04%
23,799
-247
139
$2.31M 0.04%
52,450
+4,090
140
$2.3M 0.04%
55,469
-514
141
$2.25M 0.04%
85,265
+4,030
142
$2.24M 0.04%
6,519
+52
143
$2.23M 0.04%
30,029
+1,159
144
$2.21M 0.04%
23,772
-14,217
145
$2.2M 0.04%
93,708
146
$2.2M 0.04%
304,789
+6,667
147
$2.19M 0.04%
40,466
148
$2.17M 0.04%
17,067
-312
149
$2.12M 0.03%
8,353
-3
150
$2.03M 0.03%
8,127
+4,037
4 5
6
7 8