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
251
$1.43M 0.02%
44,353
-11,205
252
$1.42M 0.02%
6,285
-123
253
$1.41M 0.02%
12,534
-81
254
$1.41M 0.02%
22,200
+58
255
$1.4M 0.02%
8,658
+388
256
$1.4M 0.02%
25,688
-843
257
$1.4M 0.02%
3,006
-158
258
$1.39M 0.02%
117,108
-73,368
259
$1.37M 0.02%
19,144
-11,962
260
$1.37M 0.02%
95,415
261
$1.36M 0.02%
15,844
-528
262
$1.36M 0.02%
9,162
-343
263
$1.36M 0.02%
49,202
-1,169
264
$1.35M 0.02%
2,970
+124
265
$1.35M 0.02%
30,210
+3
266
$1.34M 0.02%
14,291
-2,996
267
$1.33M 0.02%
7,660
-1,122
268
$1.32M 0.02%
5,795
-557
269
$1.31M 0.02%
2,432
-25
270
$1.3M 0.02%
10,358
-398
271
$1.29M 0.02%
17,175
+8
272
$1.29M 0.02%
9,885
273
$1.29M 0.02%
16,412
+99
274
$1.28M 0.02%
1,683
+56
275
$1.28M 0.02%
10,761
-900
9 10
11
12 13