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
751
$186K ﹤0.01%
+10,065
752
$180K ﹤0.01%
29,867
753
$178K ﹤0.01%
16,201
-16,201
754
$167K ﹤0.01%
17,550
+5,050
755
$166K ﹤0.01%
+50,396
756
$165K ﹤0.01%
13,037
-962
757
$162K ﹤0.01%
12,185
-12,185
758
$155K ﹤0.01%
187,287
759
$149K ﹤0.01%
+35,000
760
$146K ﹤0.01%
16,775
-7,379
761
$145K ﹤0.01%
+25,000
762
$129K ﹤0.01%
71,250
+20,000
763
$126K ﹤0.01%
15,000
764
$122K ﹤0.01%
30,000
765
$120K ﹤0.01%
+10,146
766
$97.2K ﹤0.01%
+11,954
767
$96.8K ﹤0.01%
+75,000
768
$95K ﹤0.01%
44,834
769
$94.8K ﹤0.01%
+10,333
770
$90.1K ﹤0.01%
+10,490
771
$84.4K ﹤0.01%
12,485
+1,158
772
$80.7K ﹤0.01%
20,419
+2,225
773
$50.6K ﹤0.01%
10,050
+50
774
$46.8K ﹤0.01%
19,250
775
$30.9K ﹤0.01%
28,134
29 30
31
32 33