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
576
$222K ﹤0.01%
9,641
-835
577
$222K ﹤0.01%
+1,955
578
$221K ﹤0.01%
14,678
579
$220K ﹤0.01%
+1,731
580
$220K ﹤0.01%
2,245
-35
581
$220K ﹤0.01%
11,776
582
$218K ﹤0.01%
7,647
583
$217K ﹤0.01%
1,187
-211
584
$217K ﹤0.01%
7,298
585
$217K ﹤0.01%
5,061
-220
586
$215K ﹤0.01%
5,536
587
$213K ﹤0.01%
1,623
-301
588
$213K ﹤0.01%
2,844
-4
589
$212K ﹤0.01%
25,500
590
$211K ﹤0.01%
+3,499
591
$210K ﹤0.01%
4,627
-1,745
592
$209K ﹤0.01%
6,085
593
$209K ﹤0.01%
1,294
-81
594
$208K ﹤0.01%
5,294
-1,376
595
$207K ﹤0.01%
4,736
+186
596
$207K ﹤0.01%
1,691
-255
597
$207K ﹤0.01%
+1,241
598
$206K ﹤0.01%
+6,245
599
$206K ﹤0.01%
+5,310
600
$206K ﹤0.01%
+2,273
22 23
24
25 26