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
$7.04B
AUM Growth
+$984M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1
+$64M
2
+$44.9M
3
+$44M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$28.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$22M

Top Sells

1
+$17.3M
2
+$8.23M
3
+$5M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$4.94M
5
VV icon
Vanguard Large-Cap ETF
VV
+$4.59M

Sector Composition

1 Technology 3.12%
2 Financials 1.85%
3 Healthcare 1.18%
4 Consumer Discretionary 1.11%
5 Communication Services 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.26M 0.03%
9,395
-254
177
$2.21M 0.03%
18,848
+890
178
$2.2M 0.03%
+51,283
179
$2.19M 0.03%
24,229
+128
180
$2.18M 0.03%
190,476
+2,908
181
$2.18M 0.03%
31,106
+9,434
182
$2.16M 0.03%
20,458
+1,372
183
$2.14M 0.03%
8,780
+755
184
$2.13M 0.03%
7,099
+174
185
$2.12M 0.03%
35,000
186
$2.09M 0.03%
33,354
+29,457
187
$2.02M 0.03%
147,319
+34,636
188
$2.02M 0.03%
7,757
+895
189
$2.01M 0.03%
19,722
+164
190
$2.01M 0.03%
40,810
+25,448
191
$2M 0.03%
4,140
+315
192
$2M 0.03%
14,063
+590
193
$2M 0.03%
14,651
+1,658
194
$1.98M 0.03%
7,520
+1,006
195
$1.97M 0.03%
2,431
+97
196
$1.97M 0.03%
60,716
-708
197
$1.96M 0.03%
12,391
-167
198
$1.95M 0.03%
113,458
-22,870
199
$1.95M 0.03%
19,380
-34
200
$1.95M 0.03%
23,739
-22,959
6 7
8
9 10