WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $17.8B
1-Year Est. Return 13.58%
This Quarter Est. Return
1 Year Est. Return
+13.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.81B
AUM Growth
+$311M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$86.9M
2
+$59.1M
3
+$21.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$18.7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$17.4M

Top Sells

1
+$73.3M
2
+$15.6M
3
+$8.75M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.22M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$5.43M

Sector Composition

1 Technology 3.34%
2 Financials 2.84%
3 Consumer Discretionary 1.12%
4 Healthcare 1.06%
5 Communication Services 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.33M 0.06%
7,831
+86
127
$4.23M 0.05%
88,228
+288
128
$4.13M 0.05%
178,011
+18,715
129
$4.09M 0.05%
39,343
+1,626
130
$3.99M 0.05%
376,845
-190,082
131
$3.91M 0.05%
37,666
-917
132
$3.91M 0.05%
186,495
+1,866
133
$3.9M 0.05%
15,318
+219
134
$3.87M 0.05%
41,691
-4,477
135
$3.85M 0.05%
55,453
-25,101
136
$3.8M 0.05%
+68,409
137
$3.74M 0.05%
25,656
+11,212
138
$3.71M 0.05%
154,866
-1,512
139
$3.45M 0.04%
61,949
-5,097
140
$3.44M 0.04%
+168,668
141
$3.39M 0.04%
121,093
-6,316
142
$3.23M 0.04%
+63,637
143
$3.21M 0.04%
33,054
-2,242
144
$3.17M 0.04%
44,810
-1,719
145
$3.14M 0.04%
53,280
+344
146
$3.13M 0.04%
65,945
-4,151
147
$3.13M 0.04%
29,475
+224
148
$3.09M 0.04%
72,605
+31,788
149
$3.07M 0.04%
24,836
+1,194
150
$3.05M 0.04%
100,090
+2
4 5
6
7 8