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
476
$579K 0.01%
13,407
-2,370
477
$578K 0.01%
13,795
+620
478
$576K 0.01%
29,075
-114,756
479
$575K 0.01%
11,231
+93
480
$575K 0.01%
9,399
+1,200
481
$574K 0.01%
1,980
+792
482
$569K 0.01%
5,163
+3,271
483
$568K 0.01%
3,022
+532
484
$565K 0.01%
1,087
+74
485
$565K 0.01%
5,396
+267
486
$565K 0.01%
4,657
+2
487
$558K 0.01%
4,955
-28
488
$557K 0.01%
7,289
+54
489
$557K 0.01%
3,693
+240
490
$557K 0.01%
6,822
+2,722
491
$556K 0.01%
4,411
-287
492
$545K 0.01%
39,064
-7
493
$543K 0.01%
8,049
-620
494
$537K 0.01%
71,831
+7,265
495
$537K 0.01%
6,009
+1,773
496
$534K 0.01%
+21,097
497
$533K 0.01%
757
-216
498
$531K 0.01%
7,006
+110
499
$529K 0.01%
+1,826
500
$527K 0.01%
17,174
+170
18 19
20
21 22