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
$6.12B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$15.6M
3
+$14.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$9.6M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.88M

Top Sells

1
+$44.4M
2
+$28M
3
+$4.79M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.93M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.56M

Sector Composition

1 Technology 2.6%
2 Financials 1.7%
3 Healthcare 0.96%
4 Consumer Discretionary 0.92%
5 Communication Services 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.03M 0.03%
39,317
-810
152
$2.01M 0.03%
35,000
153
$1.98M 0.03%
18,150
-326
154
$1.95M 0.03%
21,846
-651
155
$1.95M 0.03%
13,015
+2,186
156
$1.95M 0.03%
19,978
-799
157
$1.91M 0.03%
57,157
-2,736
158
$1.89M 0.03%
6,185
-321
159
$1.87M 0.03%
14,074
-43
160
$1.85M 0.03%
37,881
-1,480
161
$1.85M 0.03%
7,006
-476
162
$1.82M 0.03%
19,464
163
$1.8M 0.03%
24,713
164
$1.8M 0.03%
3,943
-393
165
$1.77M 0.03%
3,999
-22
166
$1.75M 0.03%
17,855
-1,781
167
$1.71M 0.03%
15,514
+596
168
$1.7M 0.03%
3,634
-104
169
$1.7M 0.03%
73,674
-3,166
170
$1.64M 0.03%
+32,616
171
$1.63M 0.03%
16,895
-376
172
$1.62M 0.03%
38,600
173
$1.61M 0.03%
18,550
+910
174
$1.58M 0.03%
8,629
+124
175
$1.58M 0.03%
17,193
-655
5 6
7
8 9