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
551
$254K ﹤0.01%
3,892
-616
552
$248K ﹤0.01%
4,525
-1,075
553
$243K ﹤0.01%
4,294
-8,388
554
$243K ﹤0.01%
4,244
+268
555
$242K ﹤0.01%
1,744
-301
556
$242K ﹤0.01%
+10,151
557
$240K ﹤0.01%
2,528
558
$237K ﹤0.01%
2,012
-989
559
$237K ﹤0.01%
+1,783
560
$237K ﹤0.01%
+1,216
561
$236K ﹤0.01%
555
-196
562
$235K ﹤0.01%
920
563
$234K ﹤0.01%
1,795
-91
564
$232K ﹤0.01%
2,596
-375
565
$231K ﹤0.01%
6,000
566
$230K ﹤0.01%
+483
567
$229K ﹤0.01%
2,184
-420
568
$229K ﹤0.01%
3,906
-135
569
$228K ﹤0.01%
29,867
570
$227K ﹤0.01%
325
-182
571
$226K ﹤0.01%
+2,043
572
$226K ﹤0.01%
1,931
573
$225K ﹤0.01%
3,060
-750
574
$224K ﹤0.01%
2,497
-330
575
$223K ﹤0.01%
3,520
-873
21 22
23
24 25