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
$7.04B
AUM Growth
+$984M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1
+$64M
2
+$44.9M
3
+$44M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$28.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$22M

Top Sells

1
+$17.3M
2
+$8.23M
3
+$5M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$4.94M
5
VV icon
Vanguard Large-Cap ETF
VV
+$4.59M

Sector Composition

1 Technology 3.12%
2 Financials 1.85%
3 Healthcare 1.18%
4 Consumer Discretionary 1.11%
5 Communication Services 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.86M 0.05%
161,768
+26,217
127
$3.81M 0.05%
34,150
+6,840
128
$3.79M 0.05%
131,545
-18,619
129
$3.76M 0.05%
+131,247
130
$3.73M 0.05%
6,404
+451
131
$3.73M 0.05%
74,254
+1,472
132
$3.6M 0.05%
39,537
-498
133
$3.53M 0.05%
+115,038
134
$3.52M 0.05%
151,288
+12,886
135
$3.52M 0.05%
93,645
-20,117
136
$3.5M 0.05%
188,631
+128,730
137
$3.47M 0.05%
543,079
-20,000
138
$3.46M 0.05%
37,109
-537
139
$3.34M 0.05%
69,149
-3,528
140
$3.31M 0.05%
5,546
+1,200
141
$3.27M 0.05%
12,468
+289
142
$3.26M 0.05%
33,959
+4,758
143
$3.21M 0.05%
100,086
+3
144
$3.19M 0.05%
52,530
+4,959
145
$3.13M 0.04%
10,742
+831
146
$3.1M 0.04%
23,656
-1,466
147
$3.08M 0.04%
29,156
148
$3.01M 0.04%
53,271
+12,949
149
$2.97M 0.04%
12,101
+5,906
150
$2.77M 0.04%
191,400
-55,000
4 5
6
7 8