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
$6.06B
AUM Growth
-$62.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$13.9M
3
+$11.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$11.2M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11.1M

Top Sells

1
+$35.3M
2
+$24M
3
+$16.8M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$16.4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.7M

Sector Composition

1 Technology 2.93%
2 Financials 1.92%
3 Healthcare 1.23%
4 Consumer Discretionary 1.04%
5 Communication Services 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.95M 0.03%
24,101
+2,255
177
$1.91M 0.03%
35,000
178
$1.89M 0.03%
6,925
+740
179
$1.89M 0.03%
38,059
-1,258
180
$1.84M 0.03%
38,419
+538
181
$1.8M 0.03%
145,113
+83,726
182
$1.8M 0.03%
12,467
-88
183
$1.78M 0.03%
12,558
-457
184
$1.75M 0.03%
19,414
-50
185
$1.74M 0.03%
3,963
+20
186
$1.73M 0.03%
18,458
-1,520
187
$1.73M 0.03%
19,558
+3,066
188
$1.71M 0.03%
113,785
+20,542
189
$1.71M 0.03%
29,439
+4,878
190
$1.71M 0.03%
56,567
+40,097
191
$1.7M 0.03%
111,000
+10,000
192
$1.68M 0.03%
61,424
+15,216
193
$1.67M 0.03%
12,993
-1,081
194
$1.64M 0.03%
11,574
+9,835
195
$1.63M 0.03%
73,714
+40
196
$1.63M 0.03%
14,091
+394
197
$1.59M 0.03%
21,138
+10,460
198
$1.59M 0.03%
3,825
-174
199
$1.59M 0.03%
9,359
+3,677
200
$1.58M 0.03%
38,611
+11
6 7
8
9 10