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
276
$1.28M 0.02%
5,362
+467
277
$1.27M 0.02%
48,650
-240
278
$1.25M 0.02%
11,920
-1,345
279
$1.25M 0.02%
26,097
-328
280
$1.25M 0.02%
21,629
-19,181
281
$1.25M 0.02%
25,018
+381
282
$1.24M 0.02%
8,029
-211
283
$1.24M 0.02%
8,754
+150
284
$1.21M 0.02%
5,802
+586
285
$1.2M 0.02%
10,740
-831
286
$1.2M 0.02%
11,817
-1,366
287
$1.19M 0.02%
13,864
+227
288
$1.19M 0.02%
4,141
+2,932
289
$1.18M 0.02%
5,546
-542
290
$1.18M 0.02%
13,261
-1,760
291
$1.17M 0.02%
9,142
+1,261
292
$1.16M 0.02%
4,658
-171
293
$1.15M 0.02%
5,791
-609
294
$1.14M 0.02%
35,003
295
$1.14M 0.02%
11,917
-895
296
$1.14M 0.02%
30,644
-663
297
$1.13M 0.02%
45,294
+24
298
$1.12M 0.02%
14,896
299
$1.12M 0.01%
35,179
-1,252
300
$1.12M 0.01%
17,000
10 11
12
13 14