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
$3.8B
AUM Growth
-$410M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
718
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$14.2M
3
+$13M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$12.8M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$11M

Top Sells

1
+$49.7M
2
+$36.2M
3
+$30.2M
4
AMZN icon
Amazon
AMZN
+$28.4M
5
META icon
Meta Platforms (Facebook)
META
+$18.4M

Sector Composition

1 Technology 2.11%
2 Financials 1.99%
3 Consumer Discretionary 1.16%
4 Consumer Staples 0.94%
5 Industrials 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$653K 0.02%
19,379
-6,657
202
$645K 0.02%
+12,770
203
$640K 0.02%
12,927
+4,925
204
$633K 0.02%
6,012
-19
205
$633K 0.02%
2,190
-5,013
206
$617K 0.02%
32,000
+5,265
207
$602K 0.02%
10,798
-1,171
208
$589K 0.02%
7,906
-4
209
$586K 0.02%
8,287
-13,050
210
$577K 0.02%
+7,720
211
$567K 0.01%
7,289
-4,148
212
$567K 0.01%
2,470
-9,528
213
$566K 0.01%
86,377
+8,276
214
$559K 0.01%
15,397
-6,451
215
$558K 0.01%
23,130
-23,845
216
$548K 0.01%
17,394
+6,410
217
$542K 0.01%
6,843
-369
218
$541K 0.01%
6,947
-29,180
219
$538K 0.01%
6,644
+4
220
$538K 0.01%
6,681
-5,470
221
$528K 0.01%
5,010
-1,068
222
$513K 0.01%
+8,115
223
$512K 0.01%
2,682
-5,512
224
$511K 0.01%
2,667
-1,602
225
$509K 0.01%
2,319
-10,204
7 8
9
10 11