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
$3.36B
AUM Growth
+$1.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
601
New
Increased
Reduced
Closed

Top Buys

1
+$177M
2
+$152M
3
+$117M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$79.9M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$71M

Top Sells

1
+$18.7M
2
+$4.68M
3
+$4.36M
4
TIF
Tiffany & Co.
TIF
+$3.7M
5
RPRX icon
Royalty Pharma
RPRX
+$2.21M

Sector Composition

1 Technology 4.7%
2 Financials 3.38%
3 Healthcare 2.44%
4 Consumer Discretionary 2.27%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.68M 0.05%
3,485
+618
152
$1.68M 0.05%
+15,716
153
$1.65M 0.05%
28,227
+11,560
154
$1.62M 0.05%
4,500
+739
155
$1.61M 0.05%
13,734
+4,796
156
$1.59M 0.05%
9,677
+3,476
157
$1.59M 0.05%
22,990
-6,604
158
$1.56M 0.05%
9,252
+2,499
159
$1.53M 0.05%
11,337
+9,577
160
$1.51M 0.05%
+27,708
161
$1.51M 0.04%
24,526
+18,376
162
$1.49M 0.04%
9,293
+1,486
163
$1.48M 0.04%
8,779
+4,049
164
$1.46M 0.04%
+52,700
165
$1.46M 0.04%
12,166
+7,976
166
$1.45M 0.04%
30,228
+20,309
167
$1.43M 0.04%
7,029
+3,113
168
$1.41M 0.04%
3,160
+469
169
$1.4M 0.04%
+50,369
170
$1.39M 0.04%
33,895
-10,942
171
$1.36M 0.04%
16,390
-7,960
172
$1.34M 0.04%
18,779
+11,885
173
$1.34M 0.04%
9,617
+7,396
174
$1.32M 0.04%
22,654
+14,405
175
$1.32M 0.04%
9,326
+5,375
5 6
7
8 9