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
$4.82B
AUM Growth
+$1.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$151M
2
+$99.2M
3
+$81.8M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$60.7M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$59.6M

Top Sells

1
+$25.6M
2
+$14.4M
3
+$13.8M
4
TSLA icon
Tesla
TSLA
+$5.52M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.22M

Sector Composition

1 Technology 2.87%
2 Financials 2.73%
3 Consumer Discretionary 1.75%
4 Healthcare 1.3%
5 Communication Services 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.8M 0.04%
+24,200
177
$1.79M 0.04%
337,770
178
$1.76M 0.04%
18,060
+14,626
179
$1.72M 0.04%
3,008
+2,266
180
$1.72M 0.04%
12,786
181
$1.71M 0.04%
2,041
+545
182
$1.69M 0.04%
4,701
+2,467
183
$1.69M 0.04%
17,308
+12,382
184
$1.68M 0.03%
+90,000
185
$1.68M 0.03%
29,518
+1,064
186
$1.66M 0.03%
13,220
+11,342
187
$1.65M 0.03%
43,965
+10,792
188
$1.6M 0.03%
10,741
+2,857
189
$1.6M 0.03%
+10,546
190
$1.59M 0.03%
6,630
+365
191
$1.57M 0.03%
+37,850
192
$1.55M 0.03%
11,691
+3,005
193
$1.55M 0.03%
7,628
+101
194
$1.53M 0.03%
7,830
+2,700
195
$1.53M 0.03%
+30,516
196
$1.53M 0.03%
6,386
+438
197
$1.53M 0.03%
11,858
+3,007
198
$1.5M 0.03%
+2,065
199
$1.5M 0.03%
29,080
-2,340
200
$1.49M 0.03%
6,451
+3,981
6 7
8
9 10