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
$1.68B
AUM Growth
+$251M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$10.9M
3
+$8.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.58M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$7.29M

Top Sells

1
+$12.2M
2
+$5.44M
3
+$1.72M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.62M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.1M

Sector Composition

1 Technology 4.13%
2 Financials 3.23%
3 Healthcare 2.68%
4 Communication Services 1.83%
5 Consumer Discretionary 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$390K 0.02%
4,895
+255
202
$385K 0.02%
8,193
+1,593
203
$384K 0.02%
10,049
+1,774
204
$384K 0.02%
14,820
+1,809
205
$383K 0.02%
6,040
+292
206
$381K 0.02%
12,278
+5,321
207
$381K 0.02%
1,641
-9
208
$377K 0.02%
9,919
+1,469
209
$373K 0.02%
901
-3
210
$372K 0.02%
7,913
+23
211
$370K 0.02%
3,909
+311
212
$369K 0.02%
1,301
+89
213
$368K 0.02%
15,648
-6,465
214
$366K 0.02%
+8,743
215
$361K 0.02%
3,147
+84
216
$359K 0.02%
1,785
+378
217
$351K 0.02%
+6,170
218
$350K 0.02%
7,510
219
$347K 0.02%
+2,530
220
$346K 0.02%
10,440
+910
221
$345K 0.02%
5,254
-1,300
222
$343K 0.02%
4,237
-439
223
$334K 0.02%
+1,329
224
$333K 0.02%
6,150
-812
225
$331K 0.02%
5,574
+268
7 8
9
10 11