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

Top Buys

1
$1.48B
2
$606M
3
$601M
4
$459M
5
$403M

Top Sells

1
$9.65M
2
$4.68M
3
$3.48M
4
$3.01M
5
$2.58M

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
$2.81M0.02%16,470 ––
$2.78M0.02%22,761
-1,377
-6%
-$168K
$2.72M0.02%64,638
+287
+0.5%
+$12.1K
$2.67M0.02%52,813
-29,043
-35%
-$1.47M
$2.66M0.02%13,210
+279
+2%
+$56.3K
$2.66M0.02%117,282
+59,253
+102%
+$1.35M
$2.66M0.02%4,869
-63
-1%
-$34.4K
$2.66M0.02%264,782
+136,587
+107%
+$1.37M
$2.63M0.02%542,693
+512,826
+1,717%
+$2.49M
$2.61M0.02%7,574
+3,365
+80%
+$1.16M
$2.59M0.02%49,866
-29,959
-38%
-$1.56M
$2.58M0.02%58,223
+549
+1%
+$24.3K
$2.56M0.02%8,228
-113
-1%
-$35.2K
$2.54M0.02%2,680
-114
-4%
-$108K
$2.54M0.02%12,282
-1,086
-8%
-$224K
$2.53M0.02%20,526
+10,086
+97%
+$1.25M
$2.53M0.02%34,788
+17,443
+101%
+$1.27M
$2.49M0.01%14,589
-244
-2%
-$41.6K
$2.48M0.01%48,598
+1,316
+3%
+$67.2K
$2.47M0.01%22,376
+10,851
+94%
+$1.2M
$2.44M0.01%34,383
-5,977
-15%
-$424K
$2.43M0.01%46,219
+20,308
+78%
+$1.07M
$2.43M0.01%18,359
+1,292
+8%
+$171K
$2.39M0.01%64,899
+171
+0.3%
+$6.31K
$2.39M0.01%103,235
-2,038
-2%
-$47.2K
1 8910111234