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
$7.5B
AUM Growth
+$458M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
675
New
Increased
Reduced
Closed

Top Buys

1
+$37.4M
2
+$13.1M
3
+$9.18M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$8.19M
5
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$6.42M

Top Sells

1
+$12.9M
2
+$8.92M
3
+$8.21M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$6.41M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.62M

Sector Composition

1 Technology 3%
2 Financials 1.8%
3 Healthcare 1.14%
4 Consumer Discretionary 1.06%
5 Industrials 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.72M 0.02%
21,035
-2,704
227
$1.71M 0.02%
13,891
-517
228
$1.7M 0.02%
32,139
-1,569
229
$1.69M 0.02%
5,816
-313
230
$1.68M 0.02%
40,817
-1,166
231
$1.67M 0.02%
28,817
-8,044
232
$1.66M 0.02%
6,657
-709
233
$1.66M 0.02%
6,260
-146
234
$1.63M 0.02%
92,750
-1,000
235
$1.59M 0.02%
17,448
-170
236
$1.59M 0.02%
53,416
+816
237
$1.58M 0.02%
44,848
238
$1.57M 0.02%
19,697
-2,589
239
$1.56M 0.02%
70,740
240
$1.56M 0.02%
28,687
-6,714
241
$1.53M 0.02%
2,348
-128
242
$1.52M 0.02%
63,002
243
$1.5M 0.02%
38,467
-2,349
244
$1.49M 0.02%
6,454
-878
245
$1.48M 0.02%
60,048
+2,488
246
$1.48M 0.02%
35,105
-16,446
247
$1.47M 0.02%
12,080
-1,854
248
$1.46M 0.02%
7,508
+738
249
$1.46M 0.02%
64,342
+9,012
250
$1.46M 0.02%
33,387
-2,637
8 9
10
11 12