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
26
$70.7M 0.7%
1,404,395
+383,349
27
$67.1M 0.67%
131,223
+1,702
28
$64.2M 0.64%
2,530,427
+250,920
29
$62.4M 0.62%
2,136,108
+319,497
30
$62.3M 0.62%
584,735
-13,148
31
$61.4M 0.61%
1,217,104
-55,267
32
$61.4M 0.61%
2,404,967
+233,404
33
$60.7M 0.6%
864,280
+20,272
34
$59.5M 0.59%
863,733
+77,753
35
$57.4M 0.57%
339,257
+1,069
36
$57.2M 0.57%
996,479
+64,653
37
$56.7M 0.56%
857,327
+8,209
38
$55.9M 0.56%
1,188,263
+133,293
39
$53.2M 0.53%
190,073
+20,048
40
$52.3M 0.52%
727,028
+43,954
41
$50.1M 0.5%
502,928
-79,439
42
$48.1M 0.48%
119,673
+407
43
$42.3M 0.42%
560,009
+4,623
44
$41M 0.41%
186,835
+9,594
45
$35.6M 0.35%
153,337
-12,264
46
$35.3M 0.35%
704,877
-42,723
47
$34.1M 0.34%
171,840
+18,449
48
$33.6M 0.33%
176,240
+11,034
49
$32.3M 0.32%
797,068
-439,659
50
$32.2M 0.32%
412,773
+2,877
1
2
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