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
601
$359K ﹤0.01%
+14,640
602
$359K ﹤0.01%
7,680
-7,680
603
$358K ﹤0.01%
15,686
+643
604
$358K ﹤0.01%
7,505
605
$357K ﹤0.01%
1,449
+163
606
$357K ﹤0.01%
2,279
-249
607
$356K ﹤0.01%
1,905
-41
608
$355K ﹤0.01%
1,181
-9
609
$353K ﹤0.01%
3,914
-1,604
610
$352K ﹤0.01%
7,724
+290
611
$351K ﹤0.01%
+5,144
612
$349K ﹤0.01%
7,542
+2,220
613
$348K ﹤0.01%
3,270
-92
614
$348K ﹤0.01%
21,789
+6,523
615
$344K ﹤0.01%
14,305
+4,154
616
$344K ﹤0.01%
10,772
+490
617
$343K ﹤0.01%
6,944
-32
618
$342K ﹤0.01%
5,950
-436
619
$341K ﹤0.01%
7,000
620
$340K ﹤0.01%
4,543
+244
621
$339K ﹤0.01%
12,880
+829
622
$339K ﹤0.01%
3,425
+26
623
$336K ﹤0.01%
+3,894
624
$336K ﹤0.01%
+4,168
625
$335K ﹤0.01%
+1,858
23 24
25
26 27