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
$6.06B
AUM Growth
-$62.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$13.9M
3
+$11.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$11.2M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11.1M

Top Sells

1
+$35.3M
2
+$24M
3
+$16.8M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$16.4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.7M

Sector Composition

1 Technology 2.93%
2 Financials 1.92%
3 Healthcare 1.23%
4 Consumer Discretionary 1.04%
5 Communication Services 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.37M 0.06%
35,299
-369,790
127
$3.26M 0.05%
40,035
+1,396
128
$3.23M 0.05%
135,551
+15,988
129
$3.21M 0.05%
9,911
+5,631
130
$3.2M 0.05%
5,953
+2,319
131
$3.19M 0.05%
138,402
+34,517
132
$3.15M 0.05%
72,677
-3,890
133
$3.07M 0.05%
37,646
+24,787
134
$3M 0.05%
109,707
+5,827
135
$2.86M 0.05%
115,268
-4,538
136
$2.85M 0.05%
29,156
137
$2.8M 0.05%
12,179
+7,720
138
$2.73M 0.05%
47,571
+17,542
139
$2.69M 0.04%
25,122
+1,350
140
$2.67M 0.04%
29,201
+635
141
$2.63M 0.04%
96,042
+10,777
142
$2.62M 0.04%
187,082
-9,570
143
$2.61M 0.04%
139,722
+1,599
144
$2.59M 0.04%
72,782
+15,625
145
$2.58M 0.04%
55,728
+756
146
$2.57M 0.04%
+50,945
147
$2.57M 0.04%
57,869
+2,400
148
$2.48M 0.04%
26,157
+12,624
149
$2.45M 0.04%
9,112
+5,326
150
$2.44M 0.04%
26,368
+2,569
4 5
6
7 8