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
$1.43B
AUM Growth
-$955M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$3.6M
3
+$2.47M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.33M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$813K

Top Sells

1
+$132M
2
+$106M
3
+$93.7M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$82.4M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$54.6M

Sector Composition

1 Technology 3.9%
2 Financials 3.36%
3 Healthcare 2.46%
4 Communication Services 1.72%
5 Consumer Discretionary 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$317K 0.02%
8,450
-27,764
202
$310K 0.02%
2,951
-5,003
203
$308K 0.02%
9,530
-10,510
204
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205
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1,106
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206
$302K 0.02%
13,011
-10,338
207
$301K 0.02%
4,104
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208
$300K 0.02%
1,731
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209
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8,275
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210
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+20,000
211
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17,700
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212
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3,598
-7,783
213
$283K 0.02%
769
-2,734
214
$283K 0.02%
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215
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216
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217
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218
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8,631
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219
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220
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3,115
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221
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1
222
$266K 0.02%
2,629
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223
$265K 0.02%
11,064
-35,276
224
$265K 0.02%
4,676
-3,018
225
$260K 0.02%
14,216
-989
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9
10 11