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
351
$1.11M 0.01%
35,336
-43,093
352
$1.11M 0.01%
12,875
-3,013
353
$1.11M 0.01%
2,078
+718
354
$1.1M 0.01%
5,588
+793
355
$1.1M 0.01%
29,109
-679
356
$1.09M 0.01%
15,772
+874
357
$1.08M 0.01%
+12,421
358
$1.08M 0.01%
5,072
-177
359
$1.07M 0.01%
14,465
-6,573
360
$1.07M 0.01%
4,219
+195
361
$1.06M 0.01%
6,812
+266
362
$1.05M 0.01%
9,627
+121
363
$1.04M 0.01%
4,541
-149
364
$1.03M 0.01%
3,741
-150
365
$1.03M 0.01%
11,525
+1,042
366
$1.02M 0.01%
+20,037
367
$1.02M 0.01%
6,265
-805
368
$1.01M 0.01%
22,027
-22,661
369
$1.01M 0.01%
+4,368
370
$1.01M 0.01%
5,949
+516
371
$999K 0.01%
312
-14
372
$998K 0.01%
15,931
+1,617
373
$997K 0.01%
10,800
+3,816
374
$993K 0.01%
29,295
-753
375
$970K 0.01%
8,031
-1,045
13 14
15
16 17