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
$7.04B
AUM Growth
+$984M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1
+$64M
2
+$44.9M
3
+$44M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$28.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$22M

Top Sells

1
+$17.3M
2
+$8.23M
3
+$5M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$4.94M
5
VV icon
Vanguard Large-Cap ETF
VV
+$4.59M

Sector Composition

1 Technology 3.12%
2 Financials 1.85%
3 Healthcare 1.18%
4 Consumer Discretionary 1.11%
5 Communication Services 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.75M 0.04%
17,176
+363
152
$2.74M 0.04%
12,162
+389
153
$2.69M 0.04%
27,761
+4,605
154
$2.69M 0.04%
39,152
+902
155
$2.66M 0.04%
54,690
+2,470
156
$2.66M 0.04%
60,650
+2,781
157
$2.64M 0.04%
105,342
-498
158
$2.63M 0.04%
190,808
+3,726
159
$2.61M 0.04%
98,932
+2,890
160
$2.58M 0.04%
27,174
+1,017
161
$2.57M 0.04%
8,917
-195
162
$2.55M 0.04%
20,808
-166
163
$2.52M 0.04%
53,024
-2,704
164
$2.52M 0.04%
64,213
-2,550
165
$2.51M 0.04%
26,700
+332
166
$2.51M 0.04%
64,000
167
$2.51M 0.04%
47,932
-3,013
168
$2.44M 0.03%
44,471
+19,046
169
$2.41M 0.03%
6,403
-237
170
$2.37M 0.03%
17,274
+20
171
$2.35M 0.03%
17,325
+44
172
$2.34M 0.03%
47,459
+9,040
173
$2.32M 0.03%
8,556
+195
174
$2.31M 0.03%
112,062
-27,660
175
$2.3M 0.03%
188,429
+43,316
5 6
7
8 9