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
$7.04B
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
1
$1.02B 14.43%
2,126,988
+134,072
2
$500M 7.1%
1,143,640
+28,938
3
$413M 5.87%
8,628,566
+458,981
4
$396M 5.62%
15,585,855
-679,794
5
$375M 5.33%
6,771,545
+106,550
6
$291M 4.13%
611,802
+24,641
7
$238M 3.38%
4,105,962
+309,894
8
$226M 3.21%
951,337
+121,444
9
$189M 2.69%
10,234,308
+178,572
10
$171M 2.43%
1,580,963
+40,257
11
$130M 1.84%
557,877
+1,635
12
$123M 1.74%
2,981,653
+197,655
13
$120M 1.7%
727,960
+57,760
14
$101M 1.43%
460,737
-21,057
15
$97.4M 1.38%
313,165
-5,668
16
$82.1M 1.17%
3,049,364
+294,054
17
$81.9M 1.16%
1,618,904
+22,417
18
$77.4M 1.1%
362,847
-3,750
19
$73.9M 1.05%
1,555,510
+926,461
20
$73M 1.04%
766,480
+99,505
21
$71.1M 1.01%
369,289
+25,252
22
$66.4M 0.94%
3,534,519
-108,627
23
$64.3M 0.91%
593,071
+114,632
24
$64.3M 0.91%
913,672
-30,670
25
$57.5M 0.82%
884,806
+5,416
1
2 3 4 5