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
$6.06B
AUM Growth
-$62.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$13.9M
3
+$11.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$11.2M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11.1M

Top Sells

1
+$35.3M
2
+$24M
3
+$16.8M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$16.4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.7M

Sector Composition

1 Technology 2.93%
2 Financials 1.92%
3 Healthcare 1.23%
4 Consumer Discretionary 1.04%
5 Communication Services 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.39M 0.04%
105,840
-432
152
$2.35M 0.04%
16,813
+15,062
153
$2.34M 0.04%
66,763
+90
154
$2.31M 0.04%
11,773
+3,144
155
$2.27M 0.04%
27,310
+8,760
156
$2.25M 0.04%
64,000
157
$2.22M 0.04%
6,640
+121
158
$2.22M 0.04%
4,346
+2,151
159
$2.2M 0.04%
20,974
+2,824
160
$2.2M 0.04%
17,254
-109
161
$2.18M 0.04%
136,328
-20,300
162
$2.16M 0.04%
91,779
-1,929
163
$2.11M 0.03%
17,281
+214
164
$2.1M 0.03%
38,250
-12,576
165
$2.07M 0.03%
8,025
+1,019
166
$2.06M 0.03%
8,361
+8
167
$2.06M 0.03%
9,649
+2,618
168
$2.05M 0.03%
+187,568
169
$2.05M 0.03%
40,322
-144
170
$2.04M 0.03%
23,156
+12,441
171
$2.03M 0.03%
17,958
+5,531
172
$2.02M 0.03%
19,086
+8,453
173
$2.02M 0.03%
246,400
-494,000
174
$1.97M 0.03%
52,220
-230
175
$1.97M 0.03%
+39,754
5 6
7
8 9