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
$4.82B
AUM Growth
+$1.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$151M
2
+$99.2M
3
+$81.8M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$60.7M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$59.6M

Top Sells

1
+$25.6M
2
+$14.4M
3
+$13.8M
4
TSLA icon
Tesla
TSLA
+$5.52M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.22M

Sector Composition

1 Technology 2.87%
2 Financials 2.73%
3 Consumer Discretionary 1.75%
4 Healthcare 1.3%
5 Communication Services 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.31M 0.05%
+35,000
152
$2.28M 0.05%
+89,971
153
$2.27M 0.05%
+58,000
154
$2.24M 0.05%
36,700
+13,930
155
$2.22M 0.05%
+64,000
156
$2.2M 0.05%
25,561
+15,485
157
$2.18M 0.05%
+93,857
158
$2.17M 0.05%
105,010
+59,650
159
$2.16M 0.04%
20,064
+10,739
160
$2.16M 0.04%
84,609
+996
161
$2.12M 0.04%
64,585
-20,350
162
$2.11M 0.04%
35,978
+18,536
163
$2.08M 0.04%
42,930
+19,000
164
$2.06M 0.04%
+3,581
165
$2.02M 0.04%
18,266
+7,123
166
$2.01M 0.04%
21,176
+13,365
167
$1.98M 0.04%
5,851
+305
168
$1.97M 0.04%
+154,805
169
$1.9M 0.04%
4,740
+124
170
$1.9M 0.04%
7,039
+2,994
171
$1.89M 0.04%
+48,650
172
$1.85M 0.04%
+40,639
173
$1.84M 0.04%
6,557
+3,904
174
$1.82M 0.04%
+54,485
175
$1.82M 0.04%
12,120
+2,888
5 6
7
8 9