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
$4.78B
AUM Growth
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$50.4M
2
+$30.5M
3
+$21.2M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$21M
5
VUG icon
Vanguard Growth ETF
VUG
+$20.3M

Top Sells

1
+$24.4M
2
+$7.26M
3
+$4.1M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$4.02M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4M

Sector Composition

1 Technology 2.2%
2 Financials 1.84%
3 Healthcare 1.21%
4 Consumer Discretionary 1.01%
5 Communication Services 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.48M 0.03%
+19,441
177
$1.48M 0.03%
14,068
+5,686
178
$1.47M 0.03%
17,407
+1,937
179
$1.47M 0.03%
38,907
+307
180
$1.45M 0.03%
11,365
+103
181
$1.43M 0.03%
8,439
+109
182
$1.43M 0.03%
38,000
183
$1.41M 0.03%
9,467
-95
184
$1.35M 0.03%
30,212
+202
185
$1.35M 0.03%
44,531
-265
186
$1.34M 0.03%
12,759
+12
187
$1.32M 0.03%
4,298
+444
188
$1.32M 0.03%
12,920
-127
189
$1.29M 0.03%
6,365
-6,689
190
$1.28M 0.03%
3,971
+1,276
191
$1.28M 0.03%
26,259
+697
192
$1.25M 0.03%
154,105
+719
193
$1.23M 0.03%
12,750
+6,826
194
$1.22M 0.03%
75,537
-4,103
195
$1.21M 0.03%
+21,072
196
$1.19M 0.02%
14,346
+999
197
$1.18M 0.02%
8,418
-67
198
$1.18M 0.02%
5,134
-1,086
199
$1.18M 0.02%
10,082
+167
200
$1.16M 0.02%
4,334
+68
6 7
8
9 10