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
376
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1,888
-130
377
$653K 0.01%
1,724
378
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379
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381
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382
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385
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387
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27,153
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388
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30,173
-20,128
389
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20,218
+5,080
390
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10,680
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391
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6,339
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9,376
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395
$588K 0.01%
10,170
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396
$588K 0.01%
18,882
+39
397
$585K 0.01%
5,681
-5,941
398
$585K 0.01%
9,000
399
$580K 0.01%
2,817
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400
$578K 0.01%
36,292
14 15
16
17 18