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
$5.5B
AUM Growth
+$711M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$41.3M
2
+$40.1M
3
+$37.9M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$27.1M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$26.1M

Top Sells

1
+$23.2M
2
+$7.67M
3
+$7.4M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$6.19M
5
VTV icon
Vanguard Value ETF
VTV
+$5.76M

Sector Composition

1 Technology 2.3%
2 Financials 1.86%
3 Healthcare 1.41%
4 Consumer Discretionary 0.94%
5 Consumer Staples 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.06M 0.04%
17,583
+3,237
152
$2.05M 0.04%
35,000
153
$2.04M 0.04%
24,061
-6,833
154
$1.98M 0.04%
40,901
-8,727
155
$1.98M 0.04%
5,973
+258
156
$1.97M 0.04%
86,392
+1,966
157
$1.97M 0.04%
81,720
+9,150
158
$1.94M 0.04%
+78,461
159
$1.93M 0.04%
54,848
160
$1.92M 0.03%
19,150
+593
161
$1.9M 0.03%
13,989
+622
162
$1.9M 0.03%
160,038
+60,000
163
$1.86M 0.03%
127,120
+42,670
164
$1.84M 0.03%
19,721
+3,065
165
$1.82M 0.03%
20,192
-7,242
166
$1.8M 0.03%
7,758
-442
167
$1.79M 0.03%
25,120
+2,075
168
$1.78M 0.03%
15,434
+1,073
169
$1.78M 0.03%
7,554
+2,420
170
$1.77M 0.03%
50,756
+13,569
171
$1.77M 0.03%
8,383
+1,147
172
$1.76M 0.03%
59,610
+28,470
173
$1.72M 0.03%
+16,746
174
$1.7M 0.03%
25,143
-883
175
$1.67M 0.03%
6,841
+476
5 6
7
8 9