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
$3.36B
AUM Growth
+$1.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
601
New
Increased
Reduced
Closed

Top Buys

1
+$177M
2
+$152M
3
+$117M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$79.9M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$71M

Top Sells

1
+$18.7M
2
+$4.68M
3
+$4.36M
4
TIF
Tiffany & Co.
TIF
+$3.7M
5
RPRX icon
Royalty Pharma
RPRX
+$2.21M

Sector Composition

1 Technology 4.7%
2 Financials 3.38%
3 Healthcare 2.44%
4 Consumer Discretionary 2.27%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.31M 0.04%
14,193
+11,732
177
$1.29M 0.04%
52,934
+42,480
178
$1.28M 0.04%
18,757
+8,248
179
$1.26M 0.04%
1,902
+378
180
$1.24M 0.04%
18,220
+5,876
181
$1.24M 0.04%
7,295
+68
182
$1.24M 0.04%
3,254
+1,488
183
$1.24M 0.04%
6,787
+2,964
184
$1.22M 0.04%
3,996
+2,682
185
$1.2M 0.04%
+9,669
186
$1.2M 0.04%
88,128
+46,138
187
$1.19M 0.04%
+12,903
188
$1.18M 0.04%
4,081
+2,939
189
$1.18M 0.04%
5,237
+2,068
190
$1.18M 0.04%
20,983
+1,330
191
$1.18M 0.04%
+3,322
192
$1.16M 0.03%
+2,838
193
$1.15M 0.03%
6,509
+205
194
$1.14M 0.03%
+16,993
195
$1.13M 0.03%
337,770
196
$1.12M 0.03%
4,316
+2,987
197
$1.1M 0.03%
14,660
+6,467
198
$1.09M 0.03%
11,865
+6,337
199
$1.07M 0.03%
+10,307
200
$1.05M 0.03%
17,063
+9,723
6 7
8
9 10