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
$1.37B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$8.36M
3
+$5.65M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.97M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.39M

Top Sells

1
+$5M
2
+$3.28M
3
+$1.83M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.2M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$834K

Sector Composition

1 Financials 2.34%
2 Technology 1.84%
3 Healthcare 1.12%
4 Communication Services 1.03%
5 Consumer Staples 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$244K 0.02%
+8,340
177
$242K 0.02%
+3,169
178
$242K 0.02%
2,182
+12
179
$241K 0.02%
+3,942
180
$238K 0.02%
18,490
181
$236K 0.02%
+470
182
$236K 0.02%
+1,075
183
$234K 0.02%
+884
184
$233K 0.02%
+3,992
185
$232K 0.02%
1,399
+22
186
$229K 0.02%
+1,469
187
$227K 0.02%
+704
188
$226K 0.02%
4,592
189
$224K 0.02%
+1,229
190
$222K 0.02%
17,519
-896
191
$218K 0.02%
+994
192
$215K 0.02%
+2,326
193
$214K 0.02%
+818
194
$214K 0.02%
+784
195
$210K 0.02%
+8,700
196
$210K 0.02%
+4,325
197
$210K 0.02%
+1,818
198
$209K 0.02%
+1,140
199
$206K 0.02%
+1,447
200
$205K 0.01%
+9,440
5 6 7
8
9