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
$6.06B
AUM Growth
-$62.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$13.9M
3
+$11.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$11.2M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11.1M

Top Sells

1
+$35.3M
2
+$24M
3
+$16.8M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$16.4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.7M

Sector Composition

1 Technology 2.93%
2 Financials 1.92%
3 Healthcare 1.23%
4 Consumer Discretionary 1.04%
5 Communication Services 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.58M 0.03%
54,848
202
$1.57M 0.03%
16,398
+884
203
$1.55M 0.03%
+1,790
204
$1.54M 0.03%
22,076
+4,650
205
$1.51M 0.02%
2,334
+262
206
$1.49M 0.02%
13,473
+1,750
207
$1.48M 0.02%
26,256
208
$1.48M 0.02%
15,330
+7,155
209
$1.48M 0.02%
34,195
210
$1.46M 0.02%
7,026
+2,204
211
$1.45M 0.02%
14,234
+1,519
212
$1.44M 0.02%
+112,683
213
$1.44M 0.02%
42,798
+25,834
214
$1.44M 0.02%
10,349
+5,143
215
$1.43M 0.02%
304,789
216
$1.41M 0.02%
38,000
217
$1.41M 0.02%
10,119
+349
218
$1.41M 0.02%
9,461
+1,157
219
$1.41M 0.02%
12,478
+2,217
220
$1.41M 0.02%
13,420
-629
221
$1.4M 0.02%
21,672
-304
222
$1.4M 0.02%
56,637
+4,049
223
$1.37M 0.02%
5,183
+3,845
224
$1.37M 0.02%
15,139
-2,054
225
$1.36M 0.02%
12,275
+5,249
7 8
9
10 11