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
$6.12B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$15.6M
3
+$14.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$9.6M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.88M

Top Sells

1
+$44.4M
2
+$28M
3
+$4.79M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.93M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.56M

Sector Composition

1 Technology 2.6%
2 Financials 1.7%
3 Healthcare 0.96%
4 Consumer Discretionary 0.92%
5 Communication Services 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$861M 14.08%
1,932,162
+97,835
2
$442M 7.23%
1,086,171
-7,197
3
$411M 6.71%
16,962,417
-1,155,090
4
$369M 6.02%
7,981,888
+149,004
5
$350M 5.72%
6,697,540
+113,410
6
$255M 4.17%
575,375
+12,761
7
$201M 3.28%
3,581,308
+258,989
8
$179M 2.93%
10,041,790
-31,518
9
$171M 2.8%
777,783
+70,705
10
$152M 2.48%
1,525,573
+44,155
11
$123M 2%
557,071
+128
12
$112M 1.83%
2,745,208
+67,477
13
$97.1M 1.59%
479,189
-5,303
14
$93.8M 1.53%
630,533
+20,378
15
$80.4M 1.31%
284,264
+15,204
16
$77.7M 1.27%
1,577,150
+8,424
17
$68.5M 1.12%
2,579,022
+236,042
18
$66.8M 1.09%
336,102
-2,430
19
$65.3M 1.07%
3,740,652
+550,107
20
$64.6M 1.06%
685,260
-27,186
21
$59.1M 0.97%
304,652
+6,410
22
$56.7M 0.93%
839,777
-15,759
23
$55.4M 0.9%
884,117
+3,023
24
$53.8M 0.88%
1,061,433
+28,635
25
$50.9M 0.83%
1,885,914
-49,604
1
2 3 4 5