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
$6.12B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$15.6M
3
+$14.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$9.6M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.88M

Top Sells

1
+$44.4M
2
+$28M
3
+$4.79M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.93M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.56M

Sector Composition

1 Technology 2.6%
2 Financials 1.7%
3 Healthcare 0.96%
4 Consumer Discretionary 0.92%
5 Communication Services 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.39M 0.02%
13,003
-522
202
$1.39M 0.02%
12,735
-58
203
$1.38M 0.02%
+27,513
204
$1.38M 0.02%
12,715
-1,178
205
$1.36M 0.02%
46,208
-78
206
$1.35M 0.02%
40,171
-3,804
207
$1.35M 0.02%
18,513
-980
208
$1.35M 0.02%
55,972
209
$1.34M 0.02%
70,740
210
$1.32M 0.02%
33,330
-670
211
$1.3M 0.02%
24,481
+164
212
$1.29M 0.02%
52,588
-250
213
$1.29M 0.02%
42,344
-25,264
214
$1.29M 0.02%
10,261
-335
215
$1.29M 0.02%
5,300
+1
216
$1.27M 0.02%
93,444
-5,355
217
$1.27M 0.02%
10,633
+373
218
$1.25M 0.02%
14,945
-166
219
$1.24M 0.02%
13,533
+3,994
220
$1.23M 0.02%
6,019
-451
221
$1.23M 0.02%
16,374
-152
222
$1.2M 0.02%
17,426
-24
223
$1.2M 0.02%
26,801
-31,159
224
$1.19M 0.02%
48,650
225
$1.19M 0.02%
19,296
+171
7 8
9
10 11