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
$4.45B
AUM Growth
-$74.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$82.5M
2
+$29M
3
+$24.1M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$22.4M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$21.1M

Top Sells

1
+$27.5M
2
+$24.2M
3
+$10.2M
4
MSFT icon
Microsoft
MSFT
+$9.69M
5
SWN
Southwestern Energy Company
SWN
+$6.74M

Sector Composition

1 Technology 2.29%
2 Financials 1.83%
3 Consumer Discretionary 1.11%
4 Healthcare 1.05%
5 Industrials 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$702K 0.02%
6,768
-30
227
$686K 0.02%
82,770
-55,000
228
$677K 0.02%
9,303
+470
229
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2,923
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230
$675K 0.02%
38,267
-13,405
231
$662K 0.01%
4,174
-1,281
232
$659K 0.01%
1,493
-718
233
$657K 0.01%
7,523
-6,513
234
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2,650
-3,203
235
$641K 0.01%
9,472
-4,491
236
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4,650
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237
$631K 0.01%
8,140
-1,412
238
$625K 0.01%
3,343
-3,591
239
$613K 0.01%
16,644
-1,154
240
$609K 0.01%
6,053
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241
$605K 0.01%
10,552
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242
$602K 0.01%
+5,476
243
$601K 0.01%
+21,257
244
$595K 0.01%
8,437
-10
245
$594K 0.01%
9,467
-2,827
246
$590K 0.01%
7,280
-208
247
$587K 0.01%
12,131
+1,858
248
$587K 0.01%
12,393
+203
249
$585K 0.01%
44,254
-18,500
250
$584K 0.01%
5,371
-2,851
8 9
10
11 12