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
376
$968K 0.01%
6,938
+344
377
$966K 0.01%
9,043
+3,772
378
$964K 0.01%
11,777
+1,969
379
$961K 0.01%
11,718
+2,049
380
$946K 0.01%
14,837
+910
381
$943K 0.01%
17,647
+1,292
382
$934K 0.01%
28,948
+2,021
383
$925K 0.01%
7,606
-265
384
$921K 0.01%
79,890
-37,905
385
$920K 0.01%
15,397
-3,121
386
$918K 0.01%
2,486
-515
387
$914K 0.01%
22,611
+6
388
$914K 0.01%
6,934
+682
389
$901K 0.01%
12,021
+19
390
$898K 0.01%
5,048
-1,004
391
$896K 0.01%
9,527
+327
392
$894K 0.01%
7,347
+140
393
$889K 0.01%
12,695
-2,284
394
$888K 0.01%
3,417
-7
395
$886K 0.01%
17,024
+12,099
396
$883K 0.01%
4,982
+236
397
$882K 0.01%
3,844
+233
398
$881K 0.01%
1,385
+62
399
$878K 0.01%
794
+46
400
$864K 0.01%
7,402
+47
14 15
16
17 18