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
$4.21B
AUM Growth
+$854M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$118M
2
+$54.2M
3
+$47.2M
4
JNJ icon
Johnson & Johnson
JNJ
+$42.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$27.4M

Top Sells

1
+$18.9M
2
+$8.5M
3
+$4.76M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.29M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.91M

Sector Composition

1 Technology 5%
2 Financials 3.74%
3 Healthcare 3.48%
4 Consumer Discretionary 2.71%
5 Communication Services 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.51M 0.06%
15,177
+8,568
152
$2.5M 0.06%
3,314
+411
153
$2.45M 0.06%
+13,494
154
$2.44M 0.06%
12,938
+3,261
155
$2.43M 0.06%
46,043
+18,335
156
$2.41M 0.06%
10,176
+1,310
157
$2.41M 0.06%
+140,073
158
$2.37M 0.06%
10,432
+686
159
$2.36M 0.06%
7,140
+78
160
$2.35M 0.06%
+75,219
161
$2.33M 0.06%
8,686
+530
162
$2.33M 0.06%
26,215
+9,825
163
$2.28M 0.05%
50,421
+1,015
164
$2.27M 0.05%
9,198
+1,596
165
$2.24M 0.05%
11,998
+2,746
166
$2.21M 0.05%
30,743
+7,753
167
$2.2M 0.05%
37,682
+7,454
168
$2.18M 0.05%
12,809
+4,030
169
$2.17M 0.05%
85,327
+5,823
170
$2.1M 0.05%
+84,555
171
$2.09M 0.05%
15,091
+2,925
172
$2.02M 0.05%
7,203
+640
173
$2.02M 0.05%
9,204
+4,669
174
$2.02M 0.05%
14,955
+10,285
175
$2M 0.05%
14,125
+5,459
5 6
7
8 9