We are live on ! Find out more
WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $12.7B
1-Year Est. Return 17.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.32%
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
+$35.6M
2
+$12.5M
3
+$8.84M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$8.14M
5
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$6.43M

Top Sells

1
+$12.4M
2
+$8.5M
3
+$7.86M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$6.4M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.4M

Sector Composition

1 Technology 3%
2 Financials 1.8%
3 Healthcare 1.14%
4 Consumer Discretionary 1.06%
5 Industrials 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
– –
-1
652
– –
-2,081
653
– –
-9,593
654
– –
-15,520
655
– –
-2,184
656
– –
-1,390
657
– –
-4,925
658
– –
-5,673
659
– –
-11,819
660
– –
-3,476
661
– –
-5,665
662
– –
-1,942
663
– –
-15,145
664
– –
-4,230
665
– –
-24,375
666
– –
-17,395
667
– –
-3,862
668
– –
-2,753
669
– –
-2,360
670
– –
-3,747
671
– –
-5,122
672
– –
-353,575
673
– –
-14,383
674
– –
-3,583
23 24 25 26
27