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
$1.37B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$8.36M
3
+$5.65M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.97M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.39M

Top Sells

1
+$5M
2
+$3.28M
3
+$1.83M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.2M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$834K

Sector Composition

1 Financials 2.34%
2 Technology 1.84%
3 Healthcare 1.12%
4 Communication Services 1.03%
5 Consumer Staples 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$292K 0.02%
+5,022
152
$291K 0.02%
4,927
+1,052
153
$288K 0.02%
12,487
-1,238
154
$288K 0.02%
+2,151
155
$286K 0.02%
1,772
+163
156
$282K 0.02%
+999
157
$278K 0.02%
8,214
-641
158
$277K 0.02%
12,383
-1,253
159
$276K 0.02%
1,874
+317
160
$275K 0.02%
+1,198
161
$273K 0.02%
3,824
162
$270K 0.02%
+2,165
163
$268K 0.02%
+4,215
164
$268K 0.02%
4,524
+892
165
$267K 0.02%
+1,034
166
$264K 0.02%
+4,329
167
$261K 0.02%
2,229
+535
168
$257K 0.02%
+1,323
169
$256K 0.02%
12,641
+1,082
170
$255K 0.02%
+1,293
171
$255K 0.02%
+1,334
172
$254K 0.02%
7,181
+578
173
$253K 0.02%
+2,669
174
$248K 0.02%
+579
175
$245K 0.02%
+4,785
5 6
7
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