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
$16.7B
AUM Growth
+$6.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
837
New
Increased
Reduced
Closed

Top Buys

1
+$1.48B
2
+$606M
3
+$601M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$459M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$403M

Top Sells

1
+$9.65M
2
+$4.68M
3
+$3.48M
4
OKE icon
Oneok
OKE
+$3.01M
5
PLTR icon
Palantir
PLTR
+$2.58M

Sector Composition

1 Technology 2.61%
2 Financials 1.9%
3 Consumer Discretionary 0.77%
4 Healthcare 0.76%
5 Consumer Staples 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$8.52M 0.05%
69,894
-1,455
127
$8.45M 0.05%
339,142
+32,712
128
$8.38M 0.05%
163,767
-1,316
129
$8.37M 0.05%
15,269
-202
130
$8.3M 0.05%
360,894
-29,281
131
$7.8M 0.05%
57,480
+1,845
132
$7.69M 0.05%
69,836
+215
133
$7.64M 0.05%
453,399
-17,655
134
$7.61M 0.05%
168,824
-2,907
135
$7.6M 0.05%
65,321
136
$7.47M 0.04%
72,984
+36,517
137
$7.39M 0.04%
14,107
+130
138
$7.38M 0.04%
46,508
+833
139
$7.23M 0.04%
43,162
+1,654
140
$7M 0.04%
142,589
+9,877
141
$6.94M 0.04%
88,702
+43,394
142
$6.83M 0.04%
64,640
+29,791
143
$6.71M 0.04%
28,392
+14,309
144
$6.61M 0.04%
19,756
+10,011
145
$6.52M 0.04%
244,308
-67,803
146
$6.3M 0.04%
67,610
-25,190
147
$6.12M 0.04%
184,804
-1,022
148
$6.07M 0.04%
61,548
+35,542
149
$6.04M 0.04%
133,140
-1,049
150
$6.02M 0.04%
141,858
-6,775
4 5
6
7 8