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
$5.5B
AUM Growth
+$711M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$41.3M
2
+$40.1M
3
+$37.9M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$27.1M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$26.1M

Top Sells

1
+$23.2M
2
+$7.67M
3
+$7.4M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$6.19M
5
VTV icon
Vanguard Value ETF
VTV
+$5.76M

Sector Composition

1 Technology 2.3%
2 Financials 1.86%
3 Healthcare 1.41%
4 Consumer Discretionary 0.94%
5 Consumer Staples 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.66M 0.03%
62,703
+5,002
177
$1.66M 0.03%
38,000
178
$1.64M 0.03%
14,277
-19,551
179
$1.64M 0.03%
9,199
+760
180
$1.62M 0.03%
11,441
+76
181
$1.61M 0.03%
10,827
+1,360
182
$1.61M 0.03%
109,094
+33,557
183
$1.6M 0.03%
19,464
+23
184
$1.6M 0.03%
38,907
185
$1.6M 0.03%
34,866
-14,213
186
$1.58M 0.03%
53,761
-10,879
187
$1.58M 0.03%
6,013
+1,956
188
$1.54M 0.03%
27,580
+10,350
189
$1.53M 0.03%
4,792
+494
190
$1.5M 0.03%
43,938
-593
191
$1.48M 0.03%
13,235
+315
192
$1.47M 0.03%
32,328
193
$1.45M 0.03%
13,301
+542
194
$1.45M 0.03%
2,043
+368
195
$1.44M 0.03%
25,562
-697
196
$1.42M 0.03%
6,645
+2,188
197
$1.42M 0.03%
9,067
+2,046
198
$1.42M 0.03%
19,076
+4,000
199
$1.41M 0.03%
4,695
+361
200
$1.4M 0.03%
98,694
-26,306
6 7
8
9 10