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
426
$724K 0.01%
+23,759
427
$722K 0.01%
9,749
-1,820
428
$721K 0.01%
13,384
-1,649
429
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5,498
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430
$719K 0.01%
3,385
+222
431
$718K 0.01%
11,909
+1,786
432
$718K 0.01%
11,826
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433
$717K 0.01%
34,355
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434
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1,258
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435
$717K 0.01%
15,962
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436
$716K 0.01%
7,224
-1,616
437
$707K 0.01%
14,639
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438
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8,823
-71
439
$681K 0.01%
12,408
440
$676K 0.01%
2,029
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441
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11,961
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442
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21,574
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443
$661K 0.01%
6,262
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444
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12,730
-4,842
445
$659K 0.01%
20,205
+311
446
$658K 0.01%
1,887
+108
447
$656K 0.01%
1,916
+439
448
$649K 0.01%
11,917
+339
449
$645K 0.01%
14,001
-14,001
450
$643K 0.01%
2,034
+37
16 17
18
19 20