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
301
$1.43M 0.01%
27,164
+71
302
$1.42M 0.01%
6,592
-6,593
303
$1.42M 0.01%
11,020
-409
304
$1.42M 0.01%
15,364
-971
305
$1.41M 0.01%
12,505
+344
306
$1.4M 0.01%
7,474
+452
307
$1.38M 0.01%
57,532
+1,862
308
$1.38M 0.01%
25,911
+14,601
309
$1.37M 0.01%
35,891
+756
310
$1.35M 0.01%
6,034
-231
311
$1.35M 0.01%
23,561
+1,044
312
$1.34M 0.01%
3,209
+163
313
$1.33M 0.01%
6,614
+715
314
$1.33M 0.01%
11,044
+321
315
$1.33M 0.01%
15,544
+1,074
316
$1.33M 0.01%
51,328
+2,678
317
$1.33M 0.01%
9,788
-785
318
$1.32M 0.01%
17,474
+341
319
$1.31M 0.01%
9,399
+30
320
$1.29M 0.01%
+58,189
321
$1.28M 0.01%
13,490
+6,965
322
$1.28M 0.01%
6,639
+337
323
$1.28M 0.01%
16,900
-10
324
$1.27M 0.01%
128,195
-77,605
325
$1.27M 0.01%
+15,810
11 12
13
14 15