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
101
$6.34M 0.08%
182,904
+6,427
102
$6.26M 0.08%
158,013
-19,554
103
$6.26M 0.08%
34,291
-4,364
104
$6.05M 0.08%
12,230
-285
105
$5.89M 0.08%
21,121
-359
106
$5.87M 0.08%
566,927
+79,028
107
$5.85M 0.08%
62,016
-19,109
108
$5.75M 0.08%
30,789
-23
109
$5.71M 0.08%
80,554
-37,333
110
$5.43M 0.07%
+126,992
111
$5.37M 0.07%
30,656
-15
112
$5M 0.07%
62,360
+509
113
$4.93M 0.07%
53,677
-16,630
114
$4.83M 0.06%
25,289
+221
115
$4.67M 0.06%
5,999
-405
116
$4.61M 0.06%
109,814
-41,599
117
$4.59M 0.06%
193,962
+2,378
118
$4.51M 0.06%
118,832
+1,287
119
$4.5M 0.06%
7,745
-652
120
$4.44M 0.06%
73,785
-14,838
121
$4.39M 0.06%
38,583
-1,555
122
$4.31M 0.06%
142,524
+11,277
123
$4.29M 0.06%
32,370
-1,780
124
$4.26M 0.06%
15,099
-355
125
$4.2M 0.06%
23,895
-4,917
3 4
5
6 7