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
526
$472K ﹤0.01%
22,908
+408
527
$472K ﹤0.01%
7,005
+1,703
528
$464K ﹤0.01%
1,005
+177
529
$462K ﹤0.01%
5,912
+715
530
$462K ﹤0.01%
5,263
+214
531
$461K ﹤0.01%
1,750
-39
532
$459K ﹤0.01%
266
+104
533
$458K ﹤0.01%
11,064
+1,657
534
$457K ﹤0.01%
22,750
+5,500
535
$457K ﹤0.01%
6,167
+2,021
536
$457K ﹤0.01%
4,860
+58
537
$454K ﹤0.01%
1,645
-224
538
$454K ﹤0.01%
7,154
+991
539
$452K ﹤0.01%
6,511
+58
540
$451K ﹤0.01%
3,463
+2
541
$451K ﹤0.01%
5,321
+1,154
542
$446K ﹤0.01%
4,719
-1,754
543
$446K ﹤0.01%
+17,011
544
$444K ﹤0.01%
13,898
-18,599
545
$439K ﹤0.01%
1,708
+204
546
$439K ﹤0.01%
5,438
+658
547
$439K ﹤0.01%
+9,775
548
$435K ﹤0.01%
3,451
+83
549
$434K ﹤0.01%
44,285
550
$431K ﹤0.01%
11,316
+222
20 21
22
23 24