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
$2.39M0.01%23,874
+7,076
+42%
+$708K
$2.36M0.01%25,238
+12,339
+96%
+$1.16M
$2.33M0.01%13,680
-62
-0.5%
-$10.6K
$2.32M0.01%35,593
+208
+0.6%
+$13.5K
$2.28M0.01%9,616
+4,419
+85%
+$1.05M
$2.26M0.01%1,225
-66
-5%
-$122K
$2.26M0.01%56,869
-4,377
-7%
-$174K
$2.25M0.01%39,849
-2,110
-5%
-$119K
$2.23M0.01%8,324
+426
+5%
+$114K
$2.22M0.01%78,281
+109
+0.1%
+$3.09K
$2.2M0.01%11,942
+5,757
+93%
+$1.06M
$2.2M0.01%62,926
-270
-0.4%
-$9.42K
$2.18M0.01%29,946
+3,915
+15%
+$285K
$2.18M0.01%34,308
+17,408
+103%
+$1.11M
$2.16M0.01%21,752
-30,327
-58%
-$3.01M
$2.14M0.01%27,575
-2,112
-7%
-$164K
$2.13M0.01%22,270
+13,055
+142%
+$1.25M
$2.11M0.01%12,332
+6,383
+107%
+$1.09M
$2.09M0.01%5,626
-514
-8%
-$191K
$2.09M0.01%36,080
+18,433
+104%
+$1.07M
$2.08M0.01%92,956
+34,767
+60%
+$779K
$2.08M0.01%22,653
+2,430
+12%
+$223K
$2.05M0.01%33,246
+498
+2%
+$30.8K
$2.04M0.01%22,108
+12,826
+138%
+$1.18M
$2.04M0.01%29,144
-609
-2%
-$42.6K
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