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
$4.78B
AUM Growth
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$50.4M
2
+$30.5M
3
+$21.2M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$21M
5
VUG icon
Vanguard Growth ETF
VUG
+$20.3M

Top Sells

1
+$24.4M
2
+$7.26M
3
+$4.1M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$4.02M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4M

Sector Composition

1 Technology 2.2%
2 Financials 1.84%
3 Healthcare 1.21%
4 Consumer Discretionary 1.01%
5 Communication Services 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$579M 12.1%
1,614,606
+140,601
2
$384M 8.03%
17,343,861
+134,616
3
$353M 7.37%
1,074,719
+25,968
4
$276M 5.78%
6,303,205
+50,455
5
$244M 5.1%
6,714,121
+275,303
6
$208M 4.34%
581,470
-11,189
7
$145M 3.03%
10,307,424
+1,507,148
8
$138M 2.87%
766,423
+9,935
9
$119M 2.49%
1,366,107
+23,448
10
$118M 2.47%
2,578,606
+459,212
11
$98.9M 2.07%
526,302
+50,351
12
$86.2M 1.8%
2,362,707
+31,057
13
$79.2M 1.65%
894,018
-81,992
14
$73.1M 1.53%
574,793
+33,438
15
$56.5M 1.18%
345,167
+90,617
16
$55.8M 1.17%
326,759
+50,098
17
$49.8M 1.04%
485,723
-238,067
18
$48.8M 1.02%
1,960,217
+22,323
19
$46.7M 0.98%
378,155
+246,717
20
$45M 0.94%
854,369
-6,584
21
$45M 0.94%
1,010,362
+404,828
22
$44.8M 0.94%
1,745,448
+304,690
23
$43.1M 0.9%
3,055,932
+145,704
24
$41M 0.86%
296,455
-3,374
25
$39.3M 0.82%
771,902
+64,750
1
2 3 4 5