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
$3.36B
AUM Growth
+$1.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
601
New
Increased
Reduced
Closed

Top Buys

1
+$177M
2
+$152M
3
+$117M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$79.9M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$71M

Top Sells

1
+$18.7M
2
+$4.68M
3
+$4.36M
4
TIF
Tiffany & Co.
TIF
+$3.7M
5
RPRX icon
Royalty Pharma
RPRX
+$2.21M

Sector Composition

1 Technology 4.7%
2 Financials 3.38%
3 Healthcare 2.44%
4 Consumer Discretionary 2.27%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.05M 0.03%
8,666
+3,616
202
$1.03M 0.03%
+613
203
$1.02M 0.03%
4,167
+2,526
204
$997K 0.03%
+12,029
205
$997K 0.03%
6,264
+3,167
206
$984K 0.03%
442
+111
207
$984K 0.03%
3,064
+1,074
208
$984K 0.03%
18,284
+6,006
209
$979K 0.03%
+50,000
210
$940K 0.03%
+6,609
211
$934K 0.03%
13,682
+4,493
212
$930K 0.03%
31,546
+2,526
213
$927K 0.03%
+14,752
214
$925K 0.03%
3,439
+528
215
$923K 0.03%
+186,365
216
$922K 0.03%
10,050
+3,239
217
$918K 0.03%
+3,660
218
$906K 0.03%
12,053
+4,583
219
$896K 0.03%
4,240
+35
220
$888K 0.03%
16,553
+946
221
$888K 0.03%
9,568
+3,718
222
$861K 0.03%
5,777
+2,946
223
$860K 0.03%
10,720
+7,474
224
$859K 0.03%
+19,319
225
$838K 0.02%
2,550
+708
7 8
9
10 11