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
$16.7B
AUM Growth
+$6.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
837
New
Increased
Reduced
Closed

Top Buys

1
+$1.48B
2
+$606M
3
+$601M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$459M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$403M

Top Sells

1
+$9.65M
2
+$4.68M
3
+$3.48M
4
OKE icon
Oneok
OKE
+$3.01M
5
PLTR icon
Palantir
PLTR
+$2.58M

Sector Composition

1 Technology 2.61%
2 Financials 1.9%
3 Consumer Discretionary 0.77%
4 Healthcare 0.76%
5 Consumer Staples 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4.09M 0.02%
103,896
-1,281
177
$4.05M 0.02%
57,630
+38,737
178
$4.04M 0.02%
48,514
+25,381
179
$4.02M 0.02%
8,073
+66
180
$3.96M 0.02%
12,824
+7,131
181
$3.93M 0.02%
63,656
+814
182
$3.88M 0.02%
166,234
+1,180
183
$3.78M 0.02%
29,441
+47
184
$3.75M 0.02%
16,080
+8,096
185
$3.69M 0.02%
97,538
-863
186
$3.61M 0.02%
59,144
+30,465
187
$3.6M 0.02%
25,749
+1,005
188
$3.59M 0.02%
3,036
+1,518
189
$3.53M 0.02%
10,110
+5,229
190
$3.5M 0.02%
58,333
-4,259
191
$3.48M 0.02%
12,856
+6,428
192
$3.38M 0.02%
7,562
+4,601
193
$3.38M 0.02%
45,933
+42,356
194
$3.34M 0.02%
15,768
+8,294
195
$3.33M 0.02%
59,238
+35,677
196
$3.33M 0.02%
27,322
+12,329
197
$3.33M 0.02%
56,436
+29,272
198
$3.29M 0.02%
77,916
+34,916
199
$3.23M 0.02%
40,695
+11,663
200
$3.23M 0.02%
13,548
+111
6 7
8
9 10