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
326
$1.25M 0.01%
17,345
+1,305
327
$1.25M 0.01%
39,139
-2,820
328
$1.25M 0.01%
6,999
+1,938
329
$1.24M 0.01%
30,574
-4,773
330
$1.24M 0.01%
11,988
-11,951
331
$1.23M 0.01%
47,097
+10,575
332
$1.22M 0.01%
5,197
+253
333
$1.21M 0.01%
19,603
+138
334
$1.2M 0.01%
31,174
+5,915
335
$1.2M 0.01%
18,893
+7,389
336
$1.2M 0.01%
9,753
-1,459
337
$1.19M 0.01%
4,209
+582
338
$1.19M 0.01%
10,440
-678
339
$1.18M 0.01%
50,043
-83
340
$1.17M 0.01%
9,542
+631
341
$1.17M 0.01%
12,899
-343
342
$1.16M 0.01%
9,159
+213
343
$1.16M 0.01%
58,029
-2,768
344
$1.16M 0.01%
30,618
-30,618
345
$1.15M 0.01%
+21,254
346
$1.15M 0.01%
36,460
-716
347
$1.14M 0.01%
6,185
-138
348
$1.14M 0.01%
38,204
-1,339
349
$1.13M 0.01%
14,740
+144
350
$1.11M 0.01%
10,730
+247
12 13
14
15 16