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
676
$258K ﹤0.01%
1,549
-155
677
$258K ﹤0.01%
861
-177
678
$257K ﹤0.01%
7,536
+1,944
679
$255K ﹤0.01%
1,186
-140
680
$253K ﹤0.01%
1,205
-948
681
$252K ﹤0.01%
4,001
-3,980
682
$251K ﹤0.01%
987
-7
683
$251K ﹤0.01%
931
-172
684
$251K ﹤0.01%
3,174
-489
685
$250K ﹤0.01%
+5,688
686
$250K ﹤0.01%
+8,730
687
$249K ﹤0.01%
6,653
+86
688
$248K ﹤0.01%
+2,686
689
$247K ﹤0.01%
23,636
690
$245K ﹤0.01%
+2,810
691
$245K ﹤0.01%
+4,600
692
$244K ﹤0.01%
+946
693
$243K ﹤0.01%
4,279
+44
694
$243K ﹤0.01%
24,196
+9,805
695
$243K ﹤0.01%
7,172
-3,358
696
$242K ﹤0.01%
6,000
697
$241K ﹤0.01%
+994
698
$240K ﹤0.01%
1,421
-1,803
699
$238K ﹤0.01%
+5,790
700
$237K ﹤0.01%
3,529
+10
26 27
28
29 30