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
151
$4.32M 0.04%
50,405
-11,097
152
$4.27M 0.04%
24,744
-1,286
153
$4.26M 0.04%
37,639
-1,490
154
$4.17M 0.04%
8,007
-64
155
$4.15M 0.04%
124,361
-7,674
156
$4.12M 0.04%
+81,856
157
$4.11M 0.04%
77,502
+60,396
158
$4.1M 0.04%
44,881
+78
159
$4.09M 0.04%
98,401
+5,273
160
$4.08M 0.04%
29,631
+514
161
$4.07M 0.04%
119,854
-44,432
162
$4.02M 0.04%
36,467
-1,742
163
$4M 0.04%
5,619
-2,493
164
$3.9M 0.04%
42,717
+516
165
$3.85M 0.04%
165,054
+997
166
$3.84M 0.04%
79,825
-26
167
$3.81M 0.04%
30,308
-3,174
168
$3.77M 0.04%
22,801
-519
169
$3.75M 0.04%
13,437
-3
170
$3.73M 0.04%
50,416
+4,353
171
$3.73M 0.04%
105,177
+22,318
172
$3.72M 0.04%
62,842
+1,057
173
$3.68M 0.04%
5,919
+578
174
$3.68M 0.04%
34,849
-6,710
175
$3.63M 0.04%
21,781
+835
5 6
7
8 9