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
126
$4.17M 0.06%
87,940
-21,988
127
$4.01M 0.05%
101,495
-21,867
128
$3.97M 0.05%
56,810
-7,511
129
$3.8M 0.05%
37,717
-1,820
130
$3.76M 0.05%
184,629
-4,002
131
$3.74M 0.05%
156,378
-5,390
132
$3.7M 0.05%
159,296
+8,008
133
$3.61M 0.05%
67,046
-2,103
134
$3.58M 0.05%
58,960
+4,270
135
$3.54M 0.05%
127,409
-4,136
136
$3.5M 0.05%
70,096
-6,485
137
$3.49M 0.05%
100,088
+2
138
$3.33M 0.04%
144,636
-33,168
139
$3.32M 0.04%
35,296
-1,813
140
$3.3M 0.04%
12,309
-159
141
$3.23M 0.04%
46,168
-5,115
142
$3.2M 0.04%
80,630
-13,015
143
$3.17M 0.04%
71,754
-2,500
144
$3.14M 0.04%
52,936
-335
145
$3.14M 0.04%
29,251
+95
146
$3.11M 0.04%
23,642
-14
147
$3.06M 0.04%
33,499
-460
148
$3.04M 0.04%
12,039
-123
149
$3.03M 0.04%
+53,018
150
$2.99M 0.04%
+315,226
4 5
6
7 8