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
451
$642K 0.01%
8,485
+2,406
452
$642K 0.01%
+35,498
453
$642K 0.01%
1,882
-99
454
$633K 0.01%
12,130
+2,594
455
$632K 0.01%
16,491
+666
456
$632K 0.01%
5,956
-19
457
$631K 0.01%
12,518
-689
458
$631K 0.01%
6,092
-73
459
$629K 0.01%
7,087
+1,041
460
$626K 0.01%
10,385
+2,458
461
$621K 0.01%
19,232
+350
462
$619K 0.01%
12,473
-1,729
463
$618K 0.01%
4,605
-601
464
$617K 0.01%
6,355
+125
465
$611K 0.01%
+25,491
466
$602K 0.01%
8,547
-24
467
$601K 0.01%
3,866
468
$597K 0.01%
351
-27
469
$592K 0.01%
+6,555
470
$588K 0.01%
5,607
471
$586K 0.01%
+19,047
472
$584K 0.01%
1,446
-172
473
$583K 0.01%
1,128
+179
474
$581K 0.01%
15,995
+645
475
$581K 0.01%
6,457
+394
17 18
19
20 21