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
$7.5B
AUM Growth
+$458M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
675
New
Increased
Reduced
Closed

Top Buys

1
+$37.4M
2
+$13.1M
3
+$9.18M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$8.19M
5
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$6.42M

Top Sells

1
+$12.9M
2
+$8.92M
3
+$8.21M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$6.41M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.62M

Sector Composition

1 Technology 3%
2 Financials 1.8%
3 Healthcare 1.14%
4 Consumer Discretionary 1.06%
5 Industrials 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9.7M 0.13%
53,288
-2,018
77
$9.56M 0.13%
105,790
-16,990
78
$9.55M 0.13%
46,425
-191
79
$9.49M 0.13%
363,908
-39,336
80
$9.44M 0.13%
34,854
+2,301
81
$9.07M 0.12%
195,198
-9,031
82
$8.9M 0.12%
80,784
-2,185
83
$8.85M 0.12%
144,687
+6,387
84
$8.68M 0.12%
113,276
+3,193
85
$8.41M 0.11%
51,808
-1,249
86
$8.26M 0.11%
17,002
-2,364
87
$8.21M 0.11%
66,661
-2,012
88
$7.87M 0.11%
49,581
+2,672
89
$7.7M 0.1%
553,079
+10,000
90
$7.67M 0.1%
10,475
+395
91
$7.63M 0.1%
19,903
-1,503
92
$7.25M 0.1%
226,782
+28,844
93
$7.23M 0.1%
69,653
-139
94
$7.23M 0.1%
55,083
-4,409
95
$7.18M 0.1%
291,564
-13,356
96
$7.16M 0.1%
65,000
-42
97
$7.01M 0.09%
290,932
-5,721
98
$6.86M 0.09%
12,323
-260
99
$6.57M 0.09%
13,648
-595
100
$6.51M 0.09%
49,327
-1,937
2 3
4
5 6