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
$9.83B
AUM Growth
+$2.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
779
New
Increased
Reduced
Closed

Top Buys

1
+$262M
2
+$158M
3
+$72.9M
4
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$62.7M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$60.8M

Top Sells

1
+$13.8M
2
+$7.51M
3
+$5.6M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$2.46M
5
VT icon
Vanguard Total World Stock ETF
VT
+$2.02M

Sector Composition

1 Technology 3.25%
2 Financials 2.63%
3 Healthcare 1.07%
4 Consumer Discretionary 1.03%
5 Communication Services 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.81M 0.05%
+132,035
152
$4.66M 0.05%
433,489
+56,644
153
$4.48M 0.05%
29,117
+3,461
154
$4.46M 0.05%
39,129
+1,463
155
$4.41M 0.04%
41,559
+35,611
156
$4.24M 0.04%
34,221
-7,470
157
$4.21M 0.04%
91,718
+19,113
158
$4.16M 0.04%
54,259
-1,194
159
$4.16M 0.04%
38,209
-1,134
160
$4.11M 0.04%
42,201
+8,499
161
$4.11M 0.04%
44,803
-2,737
162
$3.99M 0.04%
26,030
+1,194
163
$3.87M 0.04%
93,128
+83,652
164
$3.84M 0.04%
164,057
-13,954
165
$3.77M 0.04%
44,653
-157
166
$3.76M 0.04%
79,851
-8,377
167
$3.69M 0.04%
19,583
+1,020
168
$3.66M 0.04%
29,475
169
$3.58M 0.04%
123,626
+2,533
170
$3.57M 0.04%
20,946
+1,600
171
$3.52M 0.04%
64,102
-4,307
172
$3.52M 0.04%
59,826
-2,123
173
$3.49M 0.04%
33,482
+428
174
$3.47M 0.04%
+97,170
175
$3.42M 0.03%
13,150
+946
5 6
7
8 9