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
176
$3.57M 0.04%
9,745
+1,218
177
$3.57M 0.04%
29,394
-81
178
$3.51M 0.03%
21,066
+1,483
179
$3.45M 0.03%
57,115
-2,711
180
$3.42M 0.03%
60,604
-3,498
181
$3.35M 0.03%
45,308
+1,232
182
$3.35M 0.03%
11,275
+1,377
183
$3.34M 0.03%
125,762
+2,136
184
$3.28M 0.03%
78,345
-13,373
185
$3.27M 0.03%
62,592
+3,370
186
$3.21M 0.03%
14,083
+219
187
$3.18M 0.03%
7,482
+609
188
$3.11M 0.03%
13,368
+608
189
$3.1M 0.03%
47,594
-3,017
190
$3.03M 0.03%
96,722
-3,376
191
$3M 0.03%
11,849
-251
192
$2.94M 0.03%
118,805
-120,903
193
$2.92M 0.03%
70,617
-172
194
$2.9M 0.03%
26,006
+974
195
$2.9M 0.03%
8,724
+261
196
$2.89M 0.03%
40,360
-4,293
197
$2.89M 0.03%
12,931
-219
198
$2.89M 0.03%
40,809
-13,450
199
$2.88M 0.03%
9,822
-485
200
$2.86M 0.03%
2,794
-220
6 7
8
9 10