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
$16.7B
AUM Growth
+$6.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
837
New
Increased
Reduced
Closed

Top Buys

1
+$1.48B
2
+$606M
3
+$601M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$459M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$403M

Top Sells

1
+$9.65M
2
+$4.68M
3
+$3.48M
4
OKE icon
Oneok
OKE
+$3.01M
5
PLTR icon
Palantir
PLTR
+$2.58M

Sector Composition

1 Technology 2.61%
2 Financials 1.9%
3 Consumer Discretionary 0.77%
4 Healthcare 0.76%
5 Consumer Staples 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3.21M 0.02%
111,999
-7,855
202
$3.16M 0.02%
61,095
+491
203
$3.15M 0.02%
7,495
+13
204
$3.14M 0.02%
136,841
+24,287
205
$3.11M 0.02%
37,640
+25,922
206
$3.1M 0.02%
50,113
207
$3.05M 0.02%
49,770
+8,604
208
$3.03M 0.02%
107,251
-2,929
209
$3.03M 0.02%
52,270
-4,845
210
$3.02M 0.02%
11,240
-35
211
$3M 0.02%
119,061
+256
212
$3M 0.02%
21,879
-922
213
$2.99M 0.02%
96,729
+7
214
$2.97M 0.02%
25,493
-4,815
215
$2.95M 0.02%
59,256
+1,505
216
$2.94M 0.02%
21,027
-754
217
$2.91M 0.02%
48,745
+1,151
218
$2.91M 0.02%
29,025
+897
219
$2.88M 0.02%
30,870
-19,535
220
$2.88M 0.02%
84,382
+49,046
221
$2.87M 0.02%
11,565
-284
222
$2.86M 0.02%
5,271
-648
223
$2.84M 0.02%
9,299
-523
224
$2.84M 0.02%
43,594
-6,822
225
$2.83M 0.02%
70,951
+334
7 8
9
10 11