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
$2.38B
AUM Growth
+$1.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$98.1M
3
+$77.2M
4
ACN icon
Accenture
ACN
+$72.4M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$49M

Top Sells

1
+$40.3M
2
+$8.4M
3
+$1.64M
4
DB icon
Deutsche Bank
DB
+$1.28M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.17M

Sector Composition

1 Technology 7.84%
2 Healthcare 3.67%
3 Financials 3.55%
4 Communication Services 2.33%
5 Consumer Discretionary 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$975K 0.04%
+15,925
202
$969K 0.04%
+4,574
203
$967K 0.04%
77,520
+59,030
204
$954K 0.04%
+13,840
205
$953K 0.04%
+26,468
206
$950K 0.04%
2,177
+1,226
207
$940K 0.04%
4,086
+3,268
208
$930K 0.04%
+4,395
209
$917K 0.04%
+3,503
210
$915K 0.04%
+32,664
211
$902K 0.04%
12,500
+8,424
212
$893K 0.04%
+22,200
213
$889K 0.04%
10,385
+8,220
214
$888K 0.04%
16,395
+12,180
215
$881K 0.04%
+19,729
216
$872K 0.04%
+5,510
217
$851K 0.04%
+10,068
218
$844K 0.04%
+46,340
219
$840K 0.04%
+11,381
220
$809K 0.03%
4,904
+1,258
221
$809K 0.03%
+1,296
222
$803K 0.03%
9,949
+7,623
223
$802K 0.03%
+51,348
224
$802K 0.03%
+15,872
225
$797K 0.03%
7,213
+5,062
7 8
9
10 11