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
476
$381K 0.01%
5,106
+140
477
$381K 0.01%
32,336
-210
478
$380K 0.01%
2,197
-294
479
$380K 0.01%
1,393
-118
480
$377K 0.01%
4,791
481
$377K 0.01%
14,912
482
$376K 0.01%
5,720
-495
483
$371K 0.01%
1,158
+162
484
$371K ﹤0.01%
6,621
+63
485
$367K ﹤0.01%
4,810
+613
486
$367K ﹤0.01%
7,464
-1,160
487
$366K ﹤0.01%
6,926
-840
488
$366K ﹤0.01%
4,200
+757
489
$364K ﹤0.01%
1,470
+21
490
$364K ﹤0.01%
+14,285
491
$362K ﹤0.01%
1,162
-213
492
$361K ﹤0.01%
2,229
-48
493
$351K ﹤0.01%
2,792
494
$345K ﹤0.01%
5,981
-371
495
$344K ﹤0.01%
20,525
+4,400
496
$343K ﹤0.01%
10,698
-1,503
497
$340K ﹤0.01%
3,259
-185
498
$340K ﹤0.01%
4,732
-318
499
$338K ﹤0.01%
807
500
$337K ﹤0.01%
3,742
-217
18 19
20
21 22