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
$7.5B
AUM Growth
+$458M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
675
New
Increased
Reduced
Closed

Top Buys

1
+$37.4M
2
+$13.1M
3
+$9.18M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$8.19M
5
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$6.42M

Top Sells

1
+$12.9M
2
+$8.92M
3
+$8.21M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$6.41M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.62M

Sector Composition

1 Technology 3%
2 Financials 1.8%
3 Healthcare 1.14%
4 Consumer Discretionary 1.06%
5 Industrials 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$18.1M 0.24%
184,600
-7,161
52
$16.3M 0.22%
189,029
-12,206
53
$15.9M 0.21%
88,704
-869
54
$15.6M 0.21%
858,102
-36,974
55
$14.7M 0.2%
62,408
-3,063
56
$14.3M 0.19%
122,685
-66
57
$14.1M 0.19%
47,036
-11,952
58
$14.1M 0.19%
88,824
-2,310
59
$13.4M 0.18%
586,834
-1,149
60
$13.1M 0.17%
171,608
-5,698
61
$12.4M 0.17%
146,932
+7,649
62
$12M 0.16%
103,976
-1,013
63
$12M 0.16%
163,419
-12,870
64
$11.9M 0.16%
141,201
+2,813
65
$11.8M 0.16%
40,922
-117
66
$11.5M 0.15%
73,656
-3,464
67
$11.2M 0.15%
70,974
-1,886
68
$11.2M 0.15%
97,753
+1,102
69
$10.5M 0.14%
196,924
-10,200
70
$10.3M 0.14%
51,511
-3,024
71
$10.3M 0.14%
50,348
-4,858
72
$10.3M 0.14%
68,015
-4,639
73
$10.2M 0.14%
86,648
+4,677
74
$9.9M 0.13%
150,256
-7,517
75
$9.78M 0.13%
77,380
1 2
3
4 5