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
$4.52B
AUM Growth
-$299M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
647
New
Increased
Reduced
Closed

Top Buys

1
+$49.5M
2
+$36.7M
3
+$21M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$15.4M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$13M

Top Sells

1
+$125M
2
+$109M
3
+$99.2M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$59.2M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$42.7M

Sector Composition

1 Technology 4.07%
2 Financials 2.93%
3 Consumer Discretionary 1.54%
4 Healthcare 1.42%
5 Industrials 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.49M 0.03%
+5,888
177
$1.49M 0.03%
28,706
-374
178
$1.47M 0.03%
2,587
-994
179
$1.46M 0.03%
69,011
+9,844
180
$1.45M 0.03%
40,431
+21
181
$1.45M 0.03%
26,189
-3,329
182
$1.44M 0.03%
5,565
-2,063
183
$1.41M 0.03%
6,576
-796
184
$1.4M 0.03%
+93,615
185
$1.4M 0.03%
5,484
+2,340
186
$1.38M 0.03%
14,036
-4,024
187
$1.38M 0.03%
12,759
-654
188
$1.35M 0.03%
2,022
-986
189
$1.35M 0.03%
4,480
+44
190
$1.35M 0.03%
30,406
191
$1.32M 0.03%
5,853
+743
192
$1.32M 0.03%
4,923
+1,071
193
$1.31M 0.03%
67,845
194
$1.3M 0.03%
4,832
-333
195
$1.29M 0.03%
22,166
-155
196
$1.29M 0.03%
12,286
-5,022
197
$1.28M 0.03%
26,556
-4,888
198
$1.28M 0.03%
33,930
+4,036
199
$1.27M 0.03%
2,448
+116
200
$1.27M 0.03%
6,287
+1,278
6 7
8
9 10