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
$10.1B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Top Buys

1
+$73M
2
+$45.5M
3
+$39.5M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$35.7M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$25.6M

Top Sells

1
+$25.2M
2
+$17.8M
3
+$11.7M
4
SUSB icon
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
+$11.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.97M

Sector Composition

1 Technology 3.47%
2 Financials 2.76%
3 Consumer Discretionary 1.2%
4 Communication Services 0.94%
5 Healthcare 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.42M 0.02%
47,282
+18,672
227
$2.4M 0.02%
41,959
-2,164
228
$2.39M 0.02%
2,258
+253
229
$2.39M 0.02%
105,273
+25,309
230
$2.27M 0.02%
61,246
-3,980
231
$2.26M 0.02%
29,032
+15,627
232
$2.23M 0.02%
29,753
-6,252
233
$2.23M 0.02%
78,172
+1,130
234
$2.21M 0.02%
6,140
-720
235
$2.2M 0.02%
35,385
+385
236
$2.17M 0.02%
8,341
-328
237
$2.15M 0.02%
9,987
+242
238
$2.14M 0.02%
16,253
-3,928
239
$2.13M 0.02%
59,374
-1,380
240
$2.1M 0.02%
23,133
+2,889
241
$2.08M 0.02%
63,196
-33,974
242
$2.07M 0.02%
16,011
+4,167
243
$2.06M 0.02%
43,000
-4,317
244
$2.04M 0.02%
4,337
-128
245
$2.02M 0.02%
39,725
+415
246
$2.01M 0.02%
32,748
+487
247
$1.99M 0.02%
26,682
+4,657
248
$1.97M 0.02%
17,067
+1,153
249
$1.97M 0.02%
+77,600
250
$1.97M 0.02%
5,442
-9
8 9
10
11 12