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
51
$31.9M 0.32%
469,382
+42,569
52
$30.9M 0.31%
95,881
+12
53
$30.6M 0.3%
86,985
-3,434
54
$28.8M 0.29%
63,530
+3,187
55
$28.2M 0.28%
607,562
-541,915
56
$26.9M 0.27%
121,787
+5,337
57
$26.3M 0.26%
271,896
-6,564
58
$25M 0.25%
939,135
+40,096
59
$24M 0.24%
269,037
+19,905
60
$23.5M 0.23%
174,896
+39,944
61
$23.1M 0.23%
196,611
-15,044
62
$22.9M 0.23%
438,690
+2,435
63
$19.9M 0.2%
107,332
+221
64
$18.8M 0.19%
78,508
+1,587
65
$18.7M 0.19%
99,011
+10,034
66
$18.3M 0.18%
180,516
+3,514
67
$18.1M 0.18%
141,860
-1,679
68
$17.1M 0.17%
878,146
+20,603
69
$16.2M 0.16%
91,247
-10,495
70
$16.1M 0.16%
182,535
+8,050
71
$16.1M 0.16%
126,697
+4,349
72
$16M 0.16%
47,908
+12
73
$15.1M 0.15%
59,393
-2,818
74
$14.9M 0.15%
138,264
+8,874
75
$14.8M 0.15%
118,795
+5,271
1 2
3
4 5