WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $16.7B
AUM
$16.7B
AUM Growth
+$6.68B
Cap. Flow
+$6.89B
Cap. Flow %
41.18%
Top 10 Hldgs %
56.42%
Holding
837
New
50
Increased
381
Reduced
267
Closed
46

Sector Composition

1Technology2.61%
2Financials1.9%
3Consumer Discretionary0.77%
4Healthcare0.76%
5Consumer Staples0.7%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$2.91B17.4%5,183,932
+2,627,461
+103%
+$1.48B
$1.21B7.22%2,351,556
+1,180,040
+101%
+$606M
$1.14B6.84%22,514,780
+11,830,891
+111%
+$601M
$903M5.4%15,480,038
+7,873,056
+104%
+$459M
$826M4.94%29,554,836
+14,410,724
+95%
+$403M
$637M3.81%10,255,788
+5,460,621
+114%
+$339M
$623M3.72%2,266,924
+1,120,527
+98%
+$308M
$406M2.43%3,883,282
+1,991,742
+105%
+$208M
$405M2.42%20,460,262
+10,262,110
+101%
+$203M
$377M2.25%8,336,104
+4,385,619
+111%
+$198M
$341M2.04%919,556
+463,025
+101%
+$172M
$318M1.9%568,884
-17,249
-3%
-$9.65M
$306M1.83%6,124,360
+3,374,033
+123%
+$168M
$289M1.73%1,119,086
+561,872
+101%
+$145M
$274M1.64%8,319,006
+342,800
+4%
+$11.3M
$273M1.63%1,583,032
+803,373
+103%
+$138M
$223M1.34%869,418
+420,575
+94%
+$108M
$207M1.24%4,488,866
-21,908
-0.5%
-$1.01M
$168M1%447,888
+216,032
+93%
+$81.1M
$166M0.99%748,652
+373,195
+99%
+$82.8M
$134M0.8%6,083,326
+2,974,256
+96%
+$65.7M
$134M0.8%601,515
+139,367
+30%
+$31M
$125M0.75%2,061,456
+1,064,977
+107%
+$64.6M
$115M0.69%288,132
-8,730
-3%
-$3.48M
$112M0.67%647,622
+308,365
+91%
+$53.3M