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
$1.68B
AUM Growth
+$251M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$10.9M
3
+$8.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.58M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$7.29M

Top Sells

1
+$12.2M
2
+$5.44M
3
+$1.72M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.62M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.1M

Sector Composition

1 Technology 4.13%
2 Financials 3.23%
3 Healthcare 2.68%
4 Communication Services 1.83%
5 Consumer Discretionary 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$699K 0.04%
+32,780
152
$698K 0.04%
+5,731
153
$684K 0.04%
2,018
-80
154
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155
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156
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9,307
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157
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159
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160
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162
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163
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3,951
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164
$576K 0.03%
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165
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166
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169
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41,990
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170
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3,327
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171
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172
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1,990
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173
$526K 0.03%
+3,631
174
$525K 0.03%
5,213
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175
$524K 0.03%
2,077
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7
8 9