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
$5.83B
AUM Growth
+$331M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$46.2M
2
+$28.9M
3
+$22.4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$14.7M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$12.2M

Top Sells

1
+$24.3M
2
+$5.2M
3
+$4.83M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$4.82M
5
GE icon
GE Aerospace
GE
+$4.67M

Sector Composition

1 Technology 2.28%
2 Financials 1.77%
3 Healthcare 1%
4 Communication Services 0.88%
5 Consumer Discretionary 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.33M 0.02%
24,317
-1,887
202
$1.33M 0.02%
150,123
-2,351
203
$1.33M 0.02%
15,111
-4,039
204
$1.33M 0.02%
156,880
+2,975
205
$1.3M 0.02%
6,470
+678
206
$1.3M 0.02%
52,838
-606
207
$1.3M 0.02%
17,450
-2,271
208
$1.28M 0.02%
3,738
-2,041
209
$1.28M 0.02%
70,740
-105
210
$1.27M 0.02%
8,236
-331
211
$1.27M 0.02%
6,350
-1,774
212
$1.27M 0.02%
11,520
+799
213
$1.25M 0.02%
46,286
-3,132
214
$1.24M 0.02%
13,050
+4,424
215
$1.23M 0.02%
12,793
+2,413
216
$1.22M 0.02%
19,125
-1,318
217
$1.21M 0.02%
7,067
-2,000
218
$1.2M 0.02%
5,299
+315
219
$1.2M 0.02%
10,596
-1,486
220
$1.19M 0.02%
1,784
-259
221
$1.19M 0.02%
48,650
222
$1.18M 0.02%
16,526
223
$1.18M 0.02%
25,138
-4,507
224
$1.17M 0.02%
12,862
-506
225
$1.15M 0.02%
5,424
-1,033
7 8
9
10 11