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
$1.68B
AUM Growth
+$251M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$10.9M
3
+$8.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.58M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$7.29M

Top Sells

1
+$12.2M
2
+$5.44M
3
+$1.72M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.62M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.1M

Sector Composition

1 Technology 4.13%
2 Financials 3.23%
3 Healthcare 2.68%
4 Communication Services 1.83%
5 Consumer Discretionary 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$516K 0.03%
3,097
+669
177
$511K 0.03%
2,341
+318
178
$511K 0.03%
9,189
+2,199
179
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1,711
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180
$508K 0.03%
10,509
+1,441
181
$506K 0.03%
5,050
+1,175
182
$490K 0.03%
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-609
183
$483K 0.03%
4,829
-69
184
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4,258
+98
185
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3,700
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186
$474K 0.03%
5,850
+598
187
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618
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188
$468K 0.03%
2,247
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189
$465K 0.03%
8,913
+2,021
190
$462K 0.03%
7,317
-2,707
191
$453K 0.03%
8,249
+1,376
192
$428K 0.03%
4,190
-1,872
193
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8,163
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194
$418K 0.02%
8,373
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195
$415K 0.02%
1,314
+247
196
$409K 0.02%
5,121
+232
197
$405K 0.02%
1,782
-94
198
$400K 0.02%
2,550
+773
199
$397K 0.02%
6,894
+550
200
$390K 0.02%
1,849
+118
6 7
8
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