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
$4.78B
AUM Growth
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$50.4M
2
+$30.5M
3
+$21.2M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$21M
5
VUG icon
Vanguard Growth ETF
VUG
+$20.3M

Top Sells

1
+$24.4M
2
+$7.26M
3
+$4.1M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$4.02M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4M

Sector Composition

1 Technology 2.2%
2 Financials 1.84%
3 Healthcare 1.21%
4 Consumer Discretionary 1.01%
5 Communication Services 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.16M 0.02%
22,596
+894
202
$1.16M 0.02%
42,410
-8,857
203
$1.15M 0.02%
13,786
+9,752
204
$1.13M 0.02%
10,019
+685
205
$1.13M 0.02%
2,304
206
$1.13M 0.02%
18,886
+8,212
207
$1.12M 0.02%
+15,415
208
$1.11M 0.02%
70,845
209
$1.11M 0.02%
12,921
-1,051
210
$1.11M 0.02%
11,825
-2,285
211
$1.11M 0.02%
15,076
+7,046
212
$1.1M 0.02%
48,650
213
$1.1M 0.02%
100,038
-112,000
214
$1.1M 0.02%
27,304
+4,255
215
$1.09M 0.02%
24,876
-1,337
216
$1.09M 0.02%
37,187
+1,479
217
$1.09M 0.02%
138,926
-494
218
$1.06M 0.02%
12,300
-1,844
219
$1.06M 0.02%
22,952
+14,745
220
$1.05M 0.02%
142,560
+70,000
221
$1.04M 0.02%
5,035
+3,696
222
$1.04M 0.02%
45,150
-466
223
$1.04M 0.02%
+21,079
224
$1.04M 0.02%
6,109
+54
225
$1.02M 0.02%
84,450
+38,590
7 8
9
10 11