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
$16.7B
AUM Growth
+$6.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
837
New
Increased
Reduced
Closed

Top Buys

1
+$1.48B
2
+$606M
3
+$601M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$459M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$403M

Top Sells

1
+$9.65M
2
+$4.68M
3
+$3.48M
4
OKE icon
Oneok
OKE
+$3.01M
5
PLTR icon
Palantir
PLTR
+$2.58M

Sector Composition

1 Technology 2.61%
2 Financials 1.9%
3 Consumer Discretionary 0.77%
4 Healthcare 0.76%
5 Consumer Staples 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5.93M 0.04%
9,350
+3,731
152
$5.82M 0.03%
229,664
+103,902
153
$5.82M 0.03%
227,503
+8,369
154
$5.7M 0.03%
21,388
+8,575
155
$5.6M 0.03%
213,761
+5,192
156
$5.48M 0.03%
131,210
-1,039
157
$5.31M 0.03%
24,044
+11,323
158
$5.28M 0.03%
223,466
+116,833
159
$5.22M 0.03%
37,190
+21,102
160
$5.18M 0.03%
519,355
+48,997
161
$4.98M 0.03%
84,530
+51,839
162
$4.96M 0.03%
37,422
-217
163
$4.96M 0.03%
106,033
+28,531
164
$4.86M 0.03%
200,406
+3,627
165
$4.7M 0.03%
54,413
+585
166
$4.7M 0.03%
187,632
+94,782
167
$4.53M 0.03%
47,577
-2,466
168
$4.52M 0.03%
8,830
+4,493
169
$4.47M 0.03%
35,472
+19,461
170
$4.43M 0.03%
52,482
-30,534
171
$4.41M 0.03%
22,041
+975
172
$4.41M 0.03%
49,095
-5,470
173
$4.27M 0.03%
97,734
+19,389
174
$4.18M 0.03%
28,604
-1,027
175
$4.12M 0.02%
44,881
5 6
7
8 9