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
276
$1.64M 0.02%
4,989
+400
277
$1.63M 0.02%
16,798
+12,589
278
$1.62M 0.02%
28,679
+170
279
$1.62M 0.02%
11,997
+11
280
$1.62M 0.02%
32,691
+2,622
281
$1.61M 0.02%
8,579
-86
282
$1.59M 0.02%
9,802
-495
283
$1.58M 0.02%
6,582
+162
284
$1.57M 0.02%
26,031
+905
285
$1.57M 0.02%
14,429
+5,984
286
$1.57M 0.02%
11,840
-4,243
287
$1.56M 0.02%
14,677
+545
288
$1.55M 0.02%
14,959
+225
289
$1.54M 0.02%
18,964
-48
290
$1.54M 0.02%
90,000
291
$1.5M 0.01%
95,415
292
$1.49M 0.01%
36,021
-10,239
293
$1.48M 0.01%
5,278
+75
294
$1.48M 0.01%
9,562
+791
295
$1.47M 0.01%
6,291
+494
296
$1.46M 0.01%
13,224
-5,432
297
$1.46M 0.01%
33,603
+7,507
298
$1.44M 0.01%
5,414
+15
299
$1.44M 0.01%
2,961
-96
300
$1.43M 0.01%
2,277
+102
10 11
12
13 14