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
$4.21B
AUM Growth
+$854M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$118M
2
+$54.2M
3
+$47.2M
4
JNJ icon
Johnson & Johnson
JNJ
+$42.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$27.4M

Top Sells

1
+$18.9M
2
+$8.5M
3
+$4.76M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.29M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.91M

Sector Composition

1 Technology 5%
2 Financials 3.74%
3 Healthcare 3.48%
4 Consumer Discretionary 2.71%
5 Communication Services 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.97M 0.05%
6,082
+2,086
177
$1.95M 0.05%
+83,558
178
$1.94M 0.05%
25,544
+13,491
179
$1.93M 0.05%
25,206
+72
180
$1.91M 0.05%
5,103
+603
181
$1.88M 0.04%
10,278
+985
182
$1.86M 0.04%
29,902
+5,376
183
$1.83M 0.04%
35,409
+3,286
184
$1.81M 0.04%
7,803
+1,016
185
$1.78M 0.04%
12,791
+1,454
186
$1.72M 0.04%
22,258
+3,479
187
$1.72M 0.04%
3,170
-1,080
188
$1.71M 0.04%
22,695
+4,475
189
$1.7M 0.04%
80,333
+70,909
190
$1.69M 0.04%
15,730
+14
191
$1.69M 0.04%
59,350
+6,650
192
$1.67M 0.04%
25,568
+7,284
193
$1.66M 0.04%
6,047
+3,397
194
$1.65M 0.04%
48,516
+16,970
195
$1.65M 0.04%
6,776
+3,467
196
$1.64M 0.04%
4,442
+2,142
197
$1.64M 0.04%
12,263
+3,288
198
$1.62M 0.04%
26,973
+4,319
199
$1.61M 0.04%
16,669
+4,804
200
$1.6M 0.04%
4,283
+844
6 7
8
9 10