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
$1.43B
AUM Growth
-$955M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$3.6M
3
+$2.47M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.33M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$813K

Top Sells

1
+$132M
2
+$106M
3
+$93.7M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$82.4M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$54.6M

Sector Composition

1 Technology 3.9%
2 Financials 3.36%
3 Healthcare 2.46%
4 Communication Services 1.72%
5 Consumer Discretionary 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$391K 0.03%
6,344
-14,960
177
$391K 0.03%
6,892
-21,306
178
$384K 0.03%
3,273
-42,740
179
$382K 0.03%
2,023
-2,152
180
$369K 0.03%
3,875
-6,510
181
$368K 0.03%
+8,090
182
$361K 0.03%
6,962
-9,433
183
$356K 0.02%
507
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184
$355K 0.02%
5,748
-4,916
185
$353K 0.02%
6,990
-16,158
186
$351K 0.02%
904
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187
$351K 0.02%
4,640
-4,327
188
$340K 0.02%
6,600
-7,730
189
$338K 0.02%
4,889
-5,824
190
$338K 0.02%
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-16
191
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6,873
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192
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6,267
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193
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3,063
-4,318
194
$328K 0.02%
1,067
-4,408
195
$324K 0.02%
1,212
-2,245
196
$322K 0.02%
7,890
-2,702
197
$321K 0.02%
5,306
-5,121
198
$321K 0.02%
1,784
-45,366
199
$319K 0.02%
885
-1,345
200
$318K 0.02%
1,650
-5,130
6 7
8
9 10