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
$9.83B
AUM Growth
+$2.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
779
New
Increased
Reduced
Closed

Top Buys

1
+$262M
2
+$158M
3
+$72.9M
4
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$62.7M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$60.8M

Top Sells

1
+$13.8M
2
+$7.51M
3
+$5.6M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$2.46M
5
VT icon
Vanguard Total World Stock ETF
VT
+$2.02M

Sector Composition

1 Technology 3.25%
2 Financials 2.63%
3 Healthcare 1.07%
4 Consumer Discretionary 1.03%
5 Communication Services 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.42M 0.03%
13,864
+2,406
177
$3.34M 0.03%
13,440
+1,397
178
$3.29M 0.03%
61,785
-4,160
179
$3.28M 0.03%
+50,611
180
$3.17M 0.03%
100,098
+8
181
$3.17M 0.03%
12,100
+21
182
$3.16M 0.03%
+82,859
183
$3.15M 0.03%
131,295
-23,571
184
$3.13M 0.03%
5,341
+392
185
$3.12M 0.03%
50,113
-3,167
186
$3.09M 0.03%
+143,831
187
$3.05M 0.03%
110,070
+3,327
188
$3.02M 0.03%
59,222
+4,672
189
$2.95M 0.03%
25,626
-644
190
$2.94M 0.03%
8,527
+185
191
$2.91M 0.03%
23,320
+11,086
192
$2.91M 0.03%
6,873
+89
193
$2.88M 0.03%
64,000
194
$2.88M 0.03%
70,789
+172
195
$2.88M 0.03%
12,760
+7,299
196
$2.87M 0.03%
16,470
-406
197
$2.86M 0.03%
3,014
+613
198
$2.86M 0.03%
44,076
+4,904
199
$2.86M 0.03%
1,904
+52
200
$2.85M 0.03%
10,307
+587
6 7
8
9 10