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
776
$26.6K ﹤0.01%
10,414
+206
777
$25.8K ﹤0.01%
11,661
+1,521
778
$23.8K ﹤0.01%
11,143
+922
779
$20.5K ﹤0.01%
+10,045
780
$19.4K ﹤0.01%
15,151
-15,151
781
$14.3K ﹤0.01%
60,076
782
$7.89K ﹤0.01%
654
783
$5.9K ﹤0.01%
823
+323
784
– –
-3,326
785
– –
-2,454
786
– –
-2,197
787
– –
-20,874
788
– –
-1,980
789
– –
-4,255
790
– –
-5,716
791
– –
-65,000
792
– –
-2,002
793
– –
-1,500
794
– –
-1,328
795
– –
-448
796
– –
-2,851
797
– –
-7,007
798
– –
-7,505
799
– –
-3,478
800
– –
-862
30 31
32
33 34