WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $12.6B
1-Year Est. Return 16.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.52%
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
+$73.4M
2
+$44.7M
3
+$41.5M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$36M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$26.3M

Top Sells

1
+$25.6M
2
+$18M
3
+$11.8M
4
SUSB icon
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
+$11.2M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$9.01M

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
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30 31
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