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
$2.38B
AUM Growth
+$1.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$98.1M
3
+$77.2M
4
ACN icon
Accenture
ACN
+$72.4M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$49M

Top Sells

1
+$40.3M
2
+$8.4M
3
+$1.64M
4
DB icon
Deutsche Bank
DB
+$1.28M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.17M

Sector Composition

1 Technology 7.84%
2 Healthcare 3.67%
3 Financials 3.55%
4 Communication Services 2.33%
5 Consumer Discretionary 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.13M 0.05%
+5,924
177
$1.12M 0.05%
36,214
+30,868
178
$1.11M 0.05%
23,148
+18,819
179
$1.1M 0.05%
7,375
+5,098
180
$1.09M 0.05%
3,457
+2,454
181
$1.09M 0.05%
+10,107
182
$1.09M 0.05%
+298,650
183
$1.08M 0.05%
6,230
+4,434
184
$1.07M 0.05%
+8,127
185
$1.07M 0.05%
+35,712
186
$1.07M 0.04%
+17,938
187
$1.06M 0.04%
36,784
+23,328
188
$1.04M 0.04%
7,957
+6,882
189
$1.04M 0.04%
8,967
+6,765
190
$1.04M 0.04%
11,130
+8,901
191
$1.04M 0.04%
+12,793
192
$1.04M 0.04%
6,780
+5,457
193
$1.03M 0.04%
+7,078
194
$1.02M 0.04%
2,100
+1,182
195
$1.02M 0.04%
20,925
+4,645
196
$1.02M 0.04%
7,661
+5,889
197
$1.01M 0.04%
12,481
+8,815
198
$1.01M 0.04%
6,517
+5,319
199
$994K 0.04%
3,470
+2,471
200
$992K 0.04%
6,868
+5,421
6 7
8
9 10