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
$4.21B
AUM Growth
+$854M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$118M
2
+$54.2M
3
+$47.2M
4
JNJ icon
Johnson & Johnson
JNJ
+$42.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$27.4M

Top Sells

1
+$18.9M
2
+$8.5M
3
+$4.76M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.29M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.91M

Sector Composition

1 Technology 5%
2 Financials 3.74%
3 Healthcare 3.48%
4 Consumer Discretionary 2.71%
5 Communication Services 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.59M 0.04%
47,494
-4,878
202
$1.58M 0.04%
16,993
+7,425
203
$1.56M 0.04%
337,770
204
$1.55M 0.04%
11,045
+1,719
205
$1.55M 0.04%
21,337
+4,274
206
$1.53M 0.04%
8,120
+1,611
207
$1.53M 0.04%
4,665
+1,821
208
$1.51M 0.04%
8,588
+1,293
209
$1.49M 0.04%
4,998
+917
210
$1.47M 0.03%
15,712
+1,519
211
$1.47M 0.03%
10,347
-5,423
212
$1.46M 0.03%
3,812
+558
213
$1.45M 0.03%
10,293
+676
214
$1.45M 0.03%
4,042
+720
215
$1.44M 0.03%
8,194
+2,417
216
$1.42M 0.03%
56,608
+3,674
217
$1.41M 0.03%
43,824
+22,323
218
$1.37M 0.03%
15,516
+856
219
$1.33M 0.03%
4,689
+373
220
$1.33M 0.03%
108,768
+26,270
221
$1.3M 0.03%
30,001
+22,271
222
$1.3M 0.03%
14,384
+4,070
223
$1.3M 0.03%
10,805
+1,136
224
$1.29M 0.03%
22,002
+8,698
225
$1.29M 0.03%
2,086
+184
7 8
9
10 11