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
$2.38B
AUM Growth
+$1.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$98.1M
3
+$77.2M
4
ACN icon
Accenture
ACN
+$72.4M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$49M

Top Sells

1
+$40.3M
2
+$8.4M
3
+$1.64M
4
DB icon
Deutsche Bank
DB
+$1.28M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.17M

Sector Composition

1 Technology 7.84%
2 Healthcare 3.67%
3 Financials 3.55%
4 Communication Services 2.33%
5 Consumer Discretionary 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.49M 0.06%
62,690
+45,420
152
$1.48M 0.06%
26,304
+13,180
153
$1.47M 0.06%
10,314
+7,606
154
$1.46M 0.06%
5,158
+3,905
155
$1.45M 0.06%
16,090
+10,678
156
$1.42M 0.06%
9,122
+7,520
157
$1.42M 0.06%
+157,453
158
$1.41M 0.06%
+15,204
159
$1.38M 0.06%
+27,583
160
$1.38M 0.06%
+11,308
161
$1.34M 0.06%
17,971
+12,644
162
$1.33M 0.06%
+27,424
163
$1.32M 0.06%
16,020
+13,351
164
$1.3M 0.05%
+337,770
165
$1.28M 0.05%
+28,198
166
$1.27M 0.05%
30,216
+21,963
167
$1.27M 0.05%
24,048
+18,192
168
$1.26M 0.05%
21,304
+17,163
169
$1.23M 0.05%
3,613
+2,749
170
$1.22M 0.05%
+8,787
171
$1.21M 0.05%
15,539
+10,610
172
$1.16M 0.05%
7,706
+3,982
173
$1.16M 0.05%
29,321
+23,044
174
$1.15M 0.05%
+8,282
175
$1.13M 0.05%
56,430
+37,785
5 6
7
8 9