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
726
$219K ﹤0.01%
+1,593
727
$219K ﹤0.01%
+2,622
728
$219K ﹤0.01%
11,089
-8
729
$216K ﹤0.01%
+565
730
$216K ﹤0.01%
+4,927
731
$215K ﹤0.01%
4,096
+166
732
$214K ﹤0.01%
2,093
+84
733
$213K ﹤0.01%
+5,498
734
$212K ﹤0.01%
2,345
+34
735
$211K ﹤0.01%
12,638
+137
736
$210K ﹤0.01%
+1,586
737
$209K ﹤0.01%
+6,246
738
$208K ﹤0.01%
+1,764
739
$207K ﹤0.01%
+973
740
$207K ﹤0.01%
1,445
741
$206K ﹤0.01%
+15,000
742
$206K ﹤0.01%
+1,648
743
$205K ﹤0.01%
3,110
-880
744
$204K ﹤0.01%
2,967
+148
745
$204K ﹤0.01%
1,824
+50
746
$203K ﹤0.01%
2,668
+195
747
$203K ﹤0.01%
2,392
+14
748
$202K ﹤0.01%
6,014
-790
749
$190K ﹤0.01%
16,687
750
$186K ﹤0.01%
13,026
-1,419
28 29
30
31 32