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
$6.12B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$15.6M
3
+$14.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$9.6M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.88M

Top Sells

1
+$44.4M
2
+$28M
3
+$4.79M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.93M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.56M

Sector Composition

1 Technology 2.6%
2 Financials 1.7%
3 Healthcare 0.96%
4 Consumer Discretionary 0.92%
5 Communication Services 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.57M 0.03%
14,049
-482
177
$1.57M 0.03%
24,561
-2,522
178
$1.56M 0.03%
34,195
179
$1.55M 0.03%
26,256
+393
180
$1.55M 0.03%
11,723
+350
181
$1.54M 0.03%
21,976
-2,528
182
$1.53M 0.03%
13,697
+112
183
$1.53M 0.02%
13,120
-4
184
$1.51M 0.02%
2,897
+1,082
185
$1.49M 0.02%
38,000
186
$1.49M 0.02%
93,243
-7,490
187
$1.48M 0.02%
4,280
+45
188
$1.46M 0.02%
49,644
-3,387
189
$1.45M 0.02%
8,226
-10
190
$1.45M 0.02%
+33,476
191
$1.45M 0.02%
16,492
-1,412
192
$1.44M 0.02%
6,831
+481
193
$1.44M 0.02%
9,770
+43
194
$1.44M 0.02%
8,304
+123
195
$1.43M 0.02%
12,427
-1,850
196
$1.43M 0.02%
2,072
+288
197
$1.42M 0.02%
101,000
-10,000
198
$1.42M 0.02%
54,848
199
$1.41M 0.02%
7,031
-36
200
$1.41M 0.02%
28,713
-2,244
6 7
8
9 10