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
$5.5B
AUM Growth
+$711M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$41.3M
2
+$40.1M
3
+$37.9M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$27.1M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$26.1M

Top Sells

1
+$23.2M
2
+$7.67M
3
+$7.4M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$6.19M
5
VTV icon
Vanguard Value ETF
VTV
+$5.76M

Sector Composition

1 Technology 2.3%
2 Financials 1.86%
3 Healthcare 1.41%
4 Consumer Discretionary 0.94%
5 Consumer Staples 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.39M 0.03%
152,474
-67,649
202
$1.39M 0.03%
30,324
+3,020
203
$1.38M 0.03%
10,171
+89
204
$1.37M 0.02%
13,587
+5,614
205
$1.36M 0.02%
9,149
+731
206
$1.35M 0.02%
+56,697
207
$1.35M 0.02%
55,972
+20,866
208
$1.34M 0.02%
20,443
-2,153
209
$1.34M 0.02%
30,450
+238
210
$1.34M 0.02%
29,645
+12,916
211
$1.32M 0.02%
26,204
+1,328
212
$1.31M 0.02%
6,593
+2,195
213
$1.31M 0.02%
53,444
+34,319
214
$1.29M 0.02%
2,335
+996
215
$1.27M 0.02%
13,368
+1,068
216
$1.26M 0.02%
2,466
+2,024
217
$1.26M 0.02%
33,123
+24,430
218
$1.24M 0.02%
2,557
+709
219
$1.24M 0.02%
5,205
+1,765
220
$1.24M 0.02%
70,845
221
$1.23M 0.02%
6,457
+740
222
$1.23M 0.02%
8,567
+2,458
223
$1.22M 0.02%
12,082
+257
224
$1.21M 0.02%
95,415
-200
225
$1.2M 0.02%
4,871
-3,062
7 8
9
10 11