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
$5.83B
AUM Growth
+$331M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$46.2M
2
+$28.9M
3
+$22.4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$14.7M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$12.2M

Top Sells

1
+$24.3M
2
+$5.2M
3
+$4.83M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$4.82M
5
GE icon
GE Aerospace
GE
+$4.67M

Sector Composition

1 Technology 2.28%
2 Financials 1.77%
3 Healthcare 1%
4 Communication Services 0.88%
5 Consumer Discretionary 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.58M 0.03%
38,600
-307
177
$1.57M 0.03%
17,271
+3,322
178
$1.57M 0.03%
53,031
-730
179
$1.57M 0.03%
10,829
-612
180
$1.56M 0.03%
38,000
181
$1.56M 0.03%
13,585
-1,849
182
$1.55M 0.03%
4,021
-771
183
$1.54M 0.03%
25,863
+301
184
$1.52M 0.03%
13,893
-17,297
185
$1.51M 0.03%
34,195
+1,867
186
$1.5M 0.03%
30,957
-3,909
187
$1.48M 0.03%
8,181
-1,018
188
$1.48M 0.03%
9,727
-444
189
$1.47M 0.03%
13,124
-111
190
$1.42M 0.02%
95,415
191
$1.41M 0.02%
43,975
+37
192
$1.41M 0.02%
8,505
-644
193
$1.41M 0.02%
19,493
+189
194
$1.4M 0.02%
98,799
-10,295
195
$1.39M 0.02%
13,525
-62
196
$1.38M 0.02%
111,000
+20,000
197
$1.37M 0.02%
17,904
-61,195
198
$1.37M 0.02%
55,972
199
$1.34M 0.02%
34,000
+877
200
$1.34M 0.02%
4,235
-460
6 7
8
9 10