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
$3.8B
AUM Growth
-$410M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
718
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$14.2M
3
+$13M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$12.8M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$11M

Top Sells

1
+$49.7M
2
+$36.2M
3
+$30.2M
4
AMZN icon
Amazon
AMZN
+$28.4M
5
META icon
Meta Platforms (Facebook)
META
+$18.4M

Sector Composition

1 Technology 2.11%
2 Financials 1.99%
3 Consumer Discretionary 1.16%
4 Consumer Staples 0.94%
5 Industrials 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$860K 0.02%
10,076
-12,182
177
$850K 0.02%
2,849
-1,840
178
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5,615
-4,678
179
$842K 0.02%
58,512
+16,312
180
$827K 0.02%
6,632
-793
181
$812K 0.02%
2,234
-3,848
182
$800K 0.02%
16,771
-35,798
183
$775K 0.02%
9,166
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184
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7,811
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185
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2,653
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186
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187
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188
$729K 0.02%
4,397
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189
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13,563
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190
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191
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34,631
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192
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193
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194
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57,489
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195
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2,809
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196
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4,883
-6,162
197
$691K 0.02%
7,017
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198
$689K 0.02%
3,439
+156
199
$674K 0.02%
45,330
-63,438
200
$656K 0.02%
2,774
+765
6 7
8
9 10