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
1
$2.91B 17.4%
5,183,932
+2,627,461
2
$1.21B 7.22%
2,351,556
+1,180,040
3
$1.14B 6.84%
22,514,780
+11,830,891
4
$903M 5.4%
15,480,038
+7,873,056
5
$826M 4.94%
29,554,836
+14,410,724
6
$637M 3.81%
10,255,788
+5,460,621
7
$623M 3.72%
2,266,924
+1,120,527
8
$406M 2.43%
3,883,282
+1,991,742
9
$405M 2.42%
20,460,262
+10,262,110
10
$377M 2.25%
8,336,104
+4,385,619
11
$341M 2.04%
919,556
+463,025
12
$318M 1.9%
568,884
-17,249
13
$306M 1.83%
6,124,360
+3,374,033
14
$289M 1.73%
1,119,086
+561,872
15
$274M 1.64%
8,319,006
+342,800
16
$273M 1.63%
1,583,032
+803,373
17
$223M 1.34%
869,418
+420,575
18
$207M 1.24%
4,488,866
-21,908
19
$168M 1%
447,888
+216,032
20
$166M 0.99%
748,652
+373,195
21
$134M 0.8%
6,083,326
+2,974,256
22
$134M 0.8%
601,515
+139,367
23
$125M 0.75%
2,061,456
+1,064,977
24
$115M 0.69%
288,132
-8,730
25
$112M 0.67%
647,622
+308,365
1
2 3 4 5