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
$3.8B
AUM Growth
-$410M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
718
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$14.2M
3
+$13M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$12.8M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$11M

Top Sells

1
+$49.7M
2
+$36.2M
3
+$30.2M
4
AMZN icon
Amazon
AMZN
+$28.4M
5
META icon
Meta Platforms (Facebook)
META
+$18.4M

Sector Composition

1 Technology 2.11%
2 Financials 1.99%
3 Consumer Discretionary 1.16%
4 Consumer Staples 0.94%
5 Industrials 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.14M 0.03%
23,930
-68,750
152
$1.13M 0.03%
5,130
-13,350
153
$1.11M 0.03%
14,970
-2,048
154
$1.1M 0.03%
48,369
-3,500
155
$1.08M 0.03%
12,112
-3,600
156
$1.07M 0.03%
16,551
-2
157
$1.07M 0.03%
4,500
-4,704
158
$1.06M 0.03%
4,409
-5,831
159
$1.05M 0.03%
9,325
-27,263
160
$1.01M 0.03%
30,406
161
$1.01M 0.03%
2,300
-567
162
$983K 0.03%
71,891
+15,245
163
$968K 0.03%
17,442
-20,240
164
$964K 0.03%
11,734
-1,279
165
$962K 0.03%
4,045
-9,043
166
$934K 0.02%
+18,378
167
$926K 0.02%
145,868
-13
168
$924K 0.02%
6,578
-8,377
169
$915K 0.02%
2,937
+1,729
170
$911K 0.02%
2,514
-2,484
171
$907K 0.02%
4,056
-7,960
172
$907K 0.02%
45,360
-250,320
173
$902K 0.02%
3,094
-39,615
174
$897K 0.02%
7,218
+2,685
175
$883K 0.02%
10,028
+7,227
5 6
7
8 9