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
576
$396K ﹤0.01%
2,236
+590
577
$393K ﹤0.01%
6,467
-699
578
$393K ﹤0.01%
6,839
-680
579
$391K ﹤0.01%
4,221
+162
580
$387K ﹤0.01%
+864
581
$386K ﹤0.01%
366
+46
582
$385K ﹤0.01%
13,403
+111
583
$385K ﹤0.01%
794
+14
584
$383K ﹤0.01%
3,235
+666
585
$383K ﹤0.01%
768
+116
586
$381K ﹤0.01%
+3,083
587
$379K ﹤0.01%
1,028
+188
588
$379K ﹤0.01%
2,443
+144
589
$378K ﹤0.01%
2,173
-46
590
$378K ﹤0.01%
+6,452
591
$375K ﹤0.01%
7,884
+143
592
$371K ﹤0.01%
+1,794
593
$371K ﹤0.01%
13,162
+1,024
594
$369K ﹤0.01%
6,485
-301
595
$364K ﹤0.01%
1,967
-61
596
$364K ﹤0.01%
3,132
+123
597
$363K ﹤0.01%
+25,235
598
$362K ﹤0.01%
5,806
-241
599
$362K ﹤0.01%
4,601
+483
600
$361K ﹤0.01%
+13,574
22 23
24
25 26