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
201
$1.93M 0.03%
10,466
+408
202
$1.93M 0.03%
16,789
-1,111
203
$1.93M 0.03%
12,049
-224
204
$1.92M 0.03%
11,364
-417
205
$1.92M 0.03%
9,268
-874
206
$1.9M 0.03%
24,742
+4
207
$1.9M 0.03%
142,984
-45,445
208
$1.9M 0.03%
107,838
-8,086
209
$1.89M 0.03%
13,740
-3,585
210
$1.88M 0.03%
38,600
211
$1.88M 0.03%
119,345
-9,345
212
$1.88M 0.03%
1,503
-92
213
$1.86M 0.02%
11,368
-190
214
$1.86M 0.02%
12,044
-582
215
$1.83M 0.02%
3,829
-159
216
$1.79M 0.02%
4,884
-452
217
$1.79M 0.02%
8,670
-753
218
$1.78M 0.02%
27,041
-6,313
219
$1.77M 0.02%
18,178
-1,004
220
$1.76M 0.02%
6,898
-494
221
$1.76M 0.02%
32,847
-15,085
222
$1.75M 0.02%
15,440
-457
223
$1.74M 0.02%
8,658
-612
224
$1.74M 0.02%
9,843
-196
225
$1.74M 0.02%
38,000
7 8
9
10 11