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
126
$7.13M 0.07%
306,430
+10,798
127
$7.07M 0.07%
13,977
+614
128
$6.82M 0.07%
35,715
+4,244
129
$6.72M 0.07%
8,709
+1,672
130
$6.35M 0.06%
+132,712
131
$6.34M 0.06%
63,339
-1,773
132
$6.28M 0.06%
185,826
-191,560
133
$6.28M 0.06%
83,016
+6,953
134
$6.07M 0.06%
53,828
+19,607
135
$6.06M 0.06%
27,583
+1,241
136
$5.81M 0.06%
132,249
-34,381
137
$5.77M 0.06%
+219,134
138
$5.62M 0.06%
148,633
+1,830
139
$5.5M 0.05%
45,675
-735
140
$5.45M 0.05%
35,819
+2,819
141
$5.43M 0.05%
54,565
-134
142
$5.37M 0.05%
134,189
-1,894
143
$5.23M 0.05%
52,079
-8,988
144
$5.19M 0.05%
208,569
-3,949
145
$5.14M 0.05%
99,029
-98,749
146
$5.09M 0.05%
17,571
+106
147
$4.87M 0.05%
470,358
+36,869
148
$4.78M 0.05%
50,043
-12,222
149
$4.72M 0.05%
196,779
+7,576
150
$4.58M 0.05%
165,319
+55,249
4 5
6
7 8