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
551
$429K ﹤0.01%
2,902
+590
552
$428K ﹤0.01%
6,061
553
$427K ﹤0.01%
1,265
-111
554
$427K ﹤0.01%
12,843
+769
555
$426K ﹤0.01%
+8,485
556
$425K ﹤0.01%
21,245
-348
557
$424K ﹤0.01%
+7,373
558
$420K ﹤0.01%
+8,628
559
$419K ﹤0.01%
3,541
-96
560
$419K ﹤0.01%
13,058
-1
561
$418K ﹤0.01%
+16,168
562
$418K ﹤0.01%
37,035
+15,144
563
$417K ﹤0.01%
2,738
+63
564
$417K ﹤0.01%
21,115
+686
565
$415K ﹤0.01%
4,069
+469
566
$414K ﹤0.01%
597
-47
567
$413K ﹤0.01%
2,660
+160
568
$411K ﹤0.01%
2,756
+311
569
$408K ﹤0.01%
1,734
-135
570
$405K ﹤0.01%
8,014
-771
571
$404K ﹤0.01%
48,787
572
$403K ﹤0.01%
5,816
-934
573
$402K ﹤0.01%
+2,170
574
$400K ﹤0.01%
4,205
-29
575
$399K ﹤0.01%
2,988
+23
21 22
23
24 25