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
426
$503K 0.01%
8,658
-471
427
$497K 0.01%
220,030
+40,000
428
$496K 0.01%
5,913
+17
429
$495K 0.01%
6,193
+57
430
$493K 0.01%
3,735
+911
431
$488K 0.01%
5,373
+147
432
$487K 0.01%
22,500
433
$485K 0.01%
6,270
434
$482K 0.01%
10,254
-3,643
435
$480K 0.01%
3,641
436
$480K 0.01%
8,250
-350
437
$466K 0.01%
484
-54
438
$462K 0.01%
74,232
-66,912
439
$457K 0.01%
9,490
-2,232
440
$449K 0.01%
18,303
441
$449K 0.01%
1,996
-10
442
$449K 0.01%
2,081
-299
443
$449K 0.01%
622
-14
444
$448K 0.01%
64,566
445
$447K 0.01%
6,547
-13
446
$440K 0.01%
1,558
-186
447
$439K 0.01%
7,195
448
$436K 0.01%
4,388
-14
449
$436K 0.01%
6,750
450
$432K 0.01%
8,568
+11
16 17
18
19 20