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
$7.04B
AUM Growth
+$984M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1
+$64M
2
+$44.9M
3
+$44M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$28.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$22M

Top Sells

1
+$17.3M
2
+$8.23M
3
+$5M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$4.94M
5
VV icon
Vanguard Large-Cap ETF
VV
+$4.59M

Sector Composition

1 Technology 3.12%
2 Financials 1.85%
3 Healthcare 1.18%
4 Consumer Discretionary 1.11%
5 Communication Services 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.95M 0.03%
115,924
+2,139
202
$1.94M 0.03%
51,551
+14,233
203
$1.92M 0.03%
36,861
-2,893
204
$1.91M 0.03%
35,463
-2,596
205
$1.88M 0.03%
17,900
-558
206
$1.88M 0.03%
17,287
+889
207
$1.87M 0.03%
3,988
+25
208
$1.86M 0.03%
1,595
-195
209
$1.85M 0.03%
12,626
+159
210
$1.83M 0.03%
14,073
+2,499
211
$1.82M 0.03%
35,401
+5,962
212
$1.79M 0.03%
34,195
213
$1.76M 0.03%
38,600
-11
214
$1.76M 0.03%
59,341
+36,215
215
$1.76M 0.03%
43,823
+15,335
216
$1.76M 0.03%
22,286
+210
217
$1.74M 0.02%
128,690
+45,849
218
$1.73M 0.02%
55,558
-1,009
219
$1.72M 0.02%
14,408
+317
220
$1.72M 0.02%
7,366
+2,629
221
$1.7M 0.02%
11,781
-494
222
$1.69M 0.02%
41,983
+7,466
223
$1.66M 0.02%
38,000
224
$1.65M 0.02%
8,270
-7
225
$1.65M 0.02%
7,392
+366
7 8
9
10 11