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
$4.82B
AUM Growth
+$1.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$151M
2
+$99.2M
3
+$81.8M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$60.7M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$59.6M

Top Sells

1
+$25.6M
2
+$14.4M
3
+$13.8M
4
TSLA icon
Tesla
TSLA
+$5.52M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.22M

Sector Composition

1 Technology 2.87%
2 Financials 2.73%
3 Consumer Discretionary 1.75%
4 Healthcare 1.3%
5 Communication Services 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.49M 0.03%
+460,000
202
$1.48M 0.03%
+38,000
203
$1.48M 0.03%
+40,410
204
$1.45M 0.03%
10,354
+3,776
205
$1.44M 0.03%
31,444
+22,604
206
$1.43M 0.03%
9,637
+4,117
207
$1.41M 0.03%
30,906
+14,135
208
$1.39M 0.03%
+142,351
209
$1.38M 0.03%
16,890
+5,156
210
$1.37M 0.03%
+112,012
211
$1.36M 0.03%
12,301
-3,259
212
$1.34M 0.03%
7,372
+5,506
213
$1.32M 0.03%
13,413
+6,396
214
$1.31M 0.03%
22,206
+16,152
215
$1.31M 0.03%
7,814
+5,237
216
$1.28M 0.03%
22,321
-48,670
217
$1.27M 0.03%
+4,436
218
$1.26M 0.03%
14,482
+7,535
219
$1.25M 0.03%
5,165
+665
220
$1.25M 0.03%
21,226
+245
221
$1.24M 0.03%
+39,000
222
$1.23M 0.03%
47,618
+3,390
223
$1.21M 0.03%
67,845
224
$1.2M 0.03%
+59,167
225
$1.17M 0.02%
+28,158
7 8
9
10 11