WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $17.8B
1-Year Est. Return 13.58%
This Quarter Est. Return
1 Year Est. Return
+13.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.81B
AUM Growth
+$311M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$86.9M
2
+$59.1M
3
+$21.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$18.7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$17.4M

Top Sells

1
+$73.3M
2
+$15.6M
3
+$8.75M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.22M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$5.43M

Sector Composition

1 Technology 3.34%
2 Financials 2.84%
3 Consumer Discretionary 1.12%
4 Healthcare 1.06%
5 Communication Services 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.09M 0.03%
1,403
-100
202
$2.07M 0.03%
8,790
+120
203
$2.07M 0.03%
108,328
+490
204
$2.07M 0.03%
35,000
205
$1.98M 0.03%
7,718
+145
206
$1.98M 0.03%
40,603
-7,765
207
$1.96M 0.03%
4,338
+3,097
208
$1.94M 0.02%
8,318
+215
209
$1.92M 0.02%
11,863
+901
210
$1.9M 0.02%
83,674
+19,332
211
$1.89M 0.02%
2,401
+38
212
$1.89M 0.02%
12,768
-926
213
$1.89M 0.02%
13,740
214
$1.86M 0.02%
32,245
-1,749
215
$1.85M 0.02%
+32,689
216
$1.85M 0.02%
58,724
-766
217
$1.83M 0.02%
114,672
-4,673
218
$1.81M 0.02%
24,893
+151
219
$1.81M 0.02%
38,600
220
$1.79M 0.02%
11,404
-2,525
221
$1.78M 0.02%
11,965
-84
222
$1.78M 0.02%
61,500
-11,432
223
$1.78M 0.02%
46,216
-55,279
224
$1.77M 0.02%
14,801
-1,988
225
$1.76M 0.02%
8,489
-779
7 8
9
10 11