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
$5.83B
AUM Growth
+$331M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$46.2M
2
+$28.9M
3
+$22.4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$14.7M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$12.2M

Top Sells

1
+$24.3M
2
+$5.2M
3
+$4.83M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$4.82M
5
GE icon
GE Aerospace
GE
+$4.67M

Sector Composition

1 Technology 2.28%
2 Financials 1.77%
3 Healthcare 1%
4 Communication Services 0.88%
5 Consumer Discretionary 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.01M 0.03%
40,127
-1,785
152
$2M 0.03%
4,336
-27
153
$1.96M 0.03%
59,893
-2,810
154
$1.95M 0.03%
70,140
-56,980
155
$1.94M 0.03%
100,733
-14,879
156
$1.93M 0.03%
8,356
-27
157
$1.93M 0.03%
39,361
-7,713
158
$1.92M 0.03%
19,636
-3,487
159
$1.92M 0.03%
54,848
160
$1.88M 0.03%
11,373
+546
161
$1.88M 0.03%
20,777
-3,284
162
$1.88M 0.03%
27,083
-4,398
163
$1.86M 0.03%
6,506
-335
164
$1.85M 0.03%
7,482
-1,058
165
$1.83M 0.03%
14,918
-2,665
166
$1.83M 0.03%
14,117
+128
167
$1.8M 0.03%
76,840
-9,552
168
$1.73M 0.03%
24,713
-430
169
$1.71M 0.03%
18,476
-600
170
$1.71M 0.03%
19,464
171
$1.7M 0.03%
24,504
-616
172
$1.68M 0.03%
14,277
173
$1.67M 0.03%
48,360
-11,250
174
$1.66M 0.03%
17,848
-2,344
175
$1.64M 0.03%
14,531
+1,230
5 6
7
8 9