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
201
$2.83M 0.03%
12,813
-228
202
$2.82M 0.03%
4,932
+167
203
$2.81M 0.03%
64,351
+351
204
$2.81M 0.03%
28,128
-25,444
205
$2.79M 0.03%
57,751
+8,261
206
$2.79M 0.03%
15,896
+3,401
207
$2.78M 0.03%
50,113
208
$2.69M 0.03%
16,470
209
$2.64M 0.03%
41,166
+23,334
210
$2.64M 0.03%
7,898
+332
211
$2.63M 0.03%
14,833
-133
212
$2.61M 0.03%
12,721
-796
213
$2.6M 0.03%
24,138
-1,488
214
$2.59M 0.03%
92,850
+4,518
215
$2.57M 0.03%
147,547
-548
216
$2.57M 0.03%
1,291
-66
217
$2.57M 0.03%
112,554
+10,895
218
$2.57M 0.03%
16,088
-131
219
$2.55M 0.03%
130,202
+535
220
$2.53M 0.03%
106,633
+133
221
$2.51M 0.02%
110,180
+1,130
222
$2.5M 0.02%
13,742
+918
223
$2.49M 0.02%
57,674
+629
224
$2.47M 0.02%
40,788
-3,831
225
$2.43M 0.02%
64,728
+14,696
7 8
9
10 11