WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $17.8B
1-Year Est. Return 13.58%
This Quarter Est. Return
1 Year Est. Return
+13.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.81B
AUM Growth
+$311M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$86.9M
2
+$59.1M
3
+$21.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$18.7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$17.4M

Top Sells

1
+$73.3M
2
+$15.6M
3
+$8.75M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.22M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$5.43M

Sector Composition

1 Technology 3.34%
2 Financials 2.84%
3 Consumer Discretionary 1.12%
4 Healthcare 1.06%
5 Communication Services 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.53M 0.03%
52,661
-357
177
$2.51M 0.03%
199,869
+56,885
178
$2.5M 0.03%
16,876
-274
179
$2.48M 0.03%
54,550
+21,163
180
$2.47M 0.03%
13,564
-541
181
$2.46M 0.03%
51,852
+1,357
182
$2.45M 0.03%
13,926
-2,070
183
$2.44M 0.03%
12,204
+1,738
184
$2.43M 0.03%
106,560
-38,076
185
$2.4M 0.03%
14,604
+1,956
186
$2.32M 0.03%
104,103
-369
187
$2.32M 0.03%
43,745
+126
188
$2.32M 0.03%
9,720
+3,063
189
$2.29M 0.03%
57,045
-1,045
190
$2.28M 0.03%
+142,000
191
$2.27M 0.03%
+70,617
192
$2.27M 0.03%
22,824
-1,407
193
$2.19M 0.03%
6,443
-580
194
$2.18M 0.03%
55,637
-1,787
195
$2.17M 0.03%
70,081
-1,673
196
$2.17M 0.03%
19,313
-44
197
$2.11M 0.03%
129,808
198
$2.1M 0.03%
12,388
+3,634
199
$2.09M 0.03%
44,081
+2,100
200
$2.09M 0.03%
21,838
-3,927
6 7
8
9 10