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
401
$859K 0.01%
9,282
+154
402
$859K 0.01%
+36,908
403
$859K 0.01%
1,645
+366
404
$858K 0.01%
9,215
+6,601
405
$854K 0.01%
10,800
+2,280
406
$843K 0.01%
3,499
+142
407
$836K 0.01%
+17,832
408
$831K 0.01%
4,799
-318
409
$829K 0.01%
4,301
-762
410
$829K 0.01%
14,622
+642
411
$825K 0.01%
166
+55
412
$825K 0.01%
13,194
+6,310
413
$816K 0.01%
15,166
+1,833
414
$814K 0.01%
7,046
-4,538
415
$804K 0.01%
5,532
-250
416
$803K 0.01%
7,601
-1,137
417
$786K 0.01%
60,527
-13,735
418
$785K 0.01%
2,746
+106
419
$772K 0.01%
5,538
-135
420
$770K 0.01%
47,524
+26
421
$759K 0.01%
1,792
-57
422
$747K 0.01%
15,762
+1,105
423
$746K 0.01%
4,081
+125
424
$737K 0.01%
7,160
-55
425
$726K 0.01%
+8,322
15 16
17
18 19