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
251
$1.97M 0.02%
7,984
-201
252
$1.96M 0.02%
5,693
-106
253
$1.9M 0.02%
+84,675
254
$1.89M 0.02%
12,319
-1,753
255
$1.88M 0.02%
110,330
+165
256
$1.86M 0.02%
1,518
-386
257
$1.86M 0.02%
6,428
-75
258
$1.86M 0.02%
46,243
+2,114
259
$1.85M 0.02%
38,403
+403
260
$1.85M 0.02%
38,539
-454
261
$1.84M 0.02%
13,099
-814
262
$1.81M 0.02%
14,993
-1,478
263
$1.78M 0.02%
32,943
-2,783
264
$1.77M 0.02%
37,093
-6,477
265
$1.77M 0.02%
7,783
-831
266
$1.76M 0.02%
35,966
+4
267
$1.72M 0.02%
13,891
-607
268
$1.69M 0.02%
3,805
-250
269
$1.69M 0.02%
7,474
+317
270
$1.66M 0.02%
20,223
+268
271
$1.66M 0.02%
4,881
-15
272
$1.66M 0.02%
23,611
+2,507
273
$1.65M 0.02%
33,689
-3,944
274
$1.65M 0.02%
70,740
275
$1.65M 0.02%
3,979
-1,358
9 10
11
12 13