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
651
$287K ﹤0.01%
19,400
+1,230
652
$287K ﹤0.01%
3,878
-131
653
$286K ﹤0.01%
22,500
-22,500
654
$282K ﹤0.01%
3,160
+202
655
$282K ﹤0.01%
8,877
-445
656
$280K ﹤0.01%
+4,152
657
$280K ﹤0.01%
1,129
-170
658
$280K ﹤0.01%
5,204
-259
659
$280K ﹤0.01%
2,552
660
$279K ﹤0.01%
2,124
+483
661
$277K ﹤0.01%
+11,132
662
$276K ﹤0.01%
2,396
-1,128
663
$273K ﹤0.01%
2,810
-440
664
$273K ﹤0.01%
562
+165
665
$271K ﹤0.01%
2,464
+605
666
$270K ﹤0.01%
1,649
+364
667
$269K ﹤0.01%
6,530
+139
668
$267K ﹤0.01%
963
+74
669
$267K ﹤0.01%
4,977
+21
670
$264K ﹤0.01%
+1,409
671
$263K ﹤0.01%
+4,590
672
$263K ﹤0.01%
2,645
-960
673
$262K ﹤0.01%
1,712
-184
674
$261K ﹤0.01%
+1,419
675
$259K ﹤0.01%
3,068
-1,905
25 26
27
28 29