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
626
$333K ﹤0.01%
2,151
627
$330K ﹤0.01%
11,159
+761
628
$329K ﹤0.01%
3,454
-2,074
629
$329K ﹤0.01%
2,940
+7
630
$326K ﹤0.01%
6,045
631
$326K ﹤0.01%
+1,994
632
$325K ﹤0.01%
+6,000
633
$321K ﹤0.01%
3,793
+394
634
$320K ﹤0.01%
4,548
+572
635
$316K ﹤0.01%
+2,896
636
$315K ﹤0.01%
627
-169
637
$314K ﹤0.01%
8,345
-123
638
$305K ﹤0.01%
4,473
+161
639
$305K ﹤0.01%
2,789
+481
640
$303K ﹤0.01%
5,290
641
$302K ﹤0.01%
749
-43
642
$300K ﹤0.01%
7,285
-7,000
643
$300K ﹤0.01%
7,065
+873
644
$298K ﹤0.01%
3,095
645
$296K ﹤0.01%
+19,512
646
$295K ﹤0.01%
2,983
+46
647
$293K ﹤0.01%
5,618
-153
648
$293K ﹤0.01%
2,093
-36
649
$289K ﹤0.01%
11,545
650
$289K ﹤0.01%
108,183
24 25
26
27 28