WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $17.8B
1-Year Est. Return 13.58%
This Quarter Est. Return
1 Year Est. Return
+13.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.81B
AUM Growth
+$311M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$86.9M
2
+$59.1M
3
+$21.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$18.7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$17.4M

Top Sells

1
+$73.3M
2
+$15.6M
3
+$8.75M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.22M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$5.43M

Sector Composition

1 Technology 3.34%
2 Financials 2.84%
3 Consumer Discretionary 1.12%
4 Healthcare 1.06%
5 Communication Services 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.02M 0.04%
+19,903
152
$2.95M 0.04%
18,563
-885
153
$2.91M 0.04%
12,043
+4
154
$2.91M 0.04%
114,892
+1,334
155
$2.89M 0.04%
39,172
-101
156
$2.86M 0.04%
12,079
-230
157
$2.85M 0.04%
4,949
+1,105
158
$2.78M 0.04%
71,290
-9,340
159
$2.78M 0.04%
8,342
-599
160
$2.77M 0.04%
106,743
161
$2.76M 0.04%
13,848
+2,484
162
$2.75M 0.04%
41,272
-15,538
163
$2.73M 0.04%
19,346
+251
164
$2.71M 0.03%
18,002
-2,133
165
$2.68M 0.03%
8,544
-377
166
$2.65M 0.03%
6,784
-149
167
$2.64M 0.03%
4,755
-170
168
$2.64M 0.03%
64,000
169
$2.63M 0.03%
26,270
-277
170
$2.63M 0.03%
8,407
-103
171
$2.62M 0.03%
33,702
+203
172
$2.61M 0.03%
5,362
+2,930
173
$2.6M 0.03%
10,524
+7,182
174
$2.59M 0.03%
11,458
-246
175
$2.59M 0.03%
1,852
+1,095
5 6
7
8 9