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
501
$527K 0.01%
2,871
-154
502
$526K 0.01%
8,893
-334
503
$520K 0.01%
2,501
+85
504
$518K 0.01%
91,799
505
$514K 0.01%
398,374
506
$511K 0.01%
43,000
-52,653
507
$511K 0.01%
1,183
+3
508
$510K 0.01%
11,252
+5,800
509
$509K 0.01%
11,622
+1,001
510
$506K 0.01%
2,195
+159
511
$506K 0.01%
2,209
+201
512
$505K 0.01%
4,590
-868
513
$505K 0.01%
+8,345
514
$503K 0.01%
4,324
515
$495K ﹤0.01%
6,970
-813
516
$493K ﹤0.01%
1,668
-53
517
$492K ﹤0.01%
7,528
+235
518
$490K ﹤0.01%
+8,831
519
$489K ﹤0.01%
814
-94
520
$488K ﹤0.01%
20,525
-1,501
521
$487K ﹤0.01%
17,251
+736
522
$484K ﹤0.01%
8,307
-11,990
523
$477K ﹤0.01%
5,669
+2,654
524
$475K ﹤0.01%
6,271
525
$474K ﹤0.01%
5,934
-4,059
19 20
21
22 23