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
101
$9.46M 0.09%
75,700
+1,981
102
$9.38M 0.09%
71,475
+548
103
$9.23M 0.09%
23,717
+1,959
104
$9.22M 0.09%
43,636
-1,218
105
$9.19M 0.09%
71,349
-472
106
$9.14M 0.09%
63,125
-3,431
107
$9.11M 0.09%
119,680
-862
108
$9.05M 0.09%
145,370
+6,460
109
$9.03M 0.09%
165,083
-9,675
110
$9.02M 0.09%
15,835
+829
111
$9M 0.09%
348,121
+59,585
112
$8.97M 0.09%
390,175
-127,111
113
$8.94M 0.09%
221,515
-3,990
114
$8.78M 0.09%
113,603
-9,535
115
$8.7M 0.09%
212,490
-2,132
116
$8.27M 0.08%
92,800
+3,940
117
$8.16M 0.08%
312,111
-110,052
118
$8.15M 0.08%
15,471
+544
119
$8.02M 0.08%
69,621
-226
120
$7.83M 0.08%
171,731
-7,602
121
$7.7M 0.08%
24,349
-2,146
122
$7.68M 0.08%
39,223
+892
123
$7.68M 0.08%
65,321
+222
124
$7.4M 0.07%
81,862
+10,913
125
$7.35M 0.07%
55,635
-4,103
3 4
5
6 7