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
$4.78B
AUM Growth
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$50.4M
2
+$30.5M
3
+$21.2M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$21M
5
VUG icon
Vanguard Growth ETF
VUG
+$20.3M

Top Sells

1
+$24.4M
2
+$7.26M
3
+$4.1M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$4.02M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4M

Sector Composition

1 Technology 2.2%
2 Financials 1.84%
3 Healthcare 1.21%
4 Consumer Discretionary 1.01%
5 Communication Services 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.87M 0.04%
35,000
152
$1.86M 0.04%
3,961
-305
153
$1.84M 0.04%
6,403
-42
154
$1.81M 0.04%
8,200
+3,087
155
$1.79M 0.04%
8,046
+73
156
$1.78M 0.04%
125,000
+25,000
157
$1.78M 0.04%
220,123
+70,000
158
$1.74M 0.04%
16,910
-12,670
159
$1.73M 0.04%
72,570
+10,190
160
$1.72M 0.04%
18,557
-562
161
$1.7M 0.04%
20,783
+9,342
162
$1.67M 0.03%
54,848
+6,825
163
$1.66M 0.03%
7,933
+1,669
164
$1.65M 0.03%
42,643
-18,882
165
$1.62M 0.03%
13,367
+939
166
$1.62M 0.03%
26,026
+15,694
167
$1.61M 0.03%
14,361
+93
168
$1.59M 0.03%
16,656
+1,475
169
$1.59M 0.03%
5,715
+4,425
170
$1.57M 0.03%
23,045
+270
171
$1.57M 0.03%
102,170
+27,558
172
$1.56M 0.03%
+21,272
173
$1.55M 0.03%
41,404
+29,290
174
$1.51M 0.03%
7,236
+4,968
175
$1.49M 0.03%
57,701
-2,123
5 6
7
8 9