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
251
$582K 0.01%
2,032
-3,594
252
$580K 0.01%
9,280
+3,370
253
$577K 0.01%
11,087
254
$575K 0.01%
10,827
-1,491
255
$573K 0.01%
2,944
-3,017
256
$573K 0.01%
15,273
+4,789
257
$571K 0.01%
11,388
-6,620
258
$567K 0.01%
6,950
-1,160
259
$560K 0.01%
5,106
+330
260
$557K 0.01%
2,500
-23
261
$557K 0.01%
468
+18
262
$551K 0.01%
4,605
+1,082
263
$549K 0.01%
51,000
+24,700
264
$547K 0.01%
25,751
-2,976
265
$537K 0.01%
6,369
-3,429
266
$524K 0.01%
3,837
-2,712
267
$523K 0.01%
2,438
-4,138
268
$521K 0.01%
6,679
+12
269
$511K 0.01%
8,207
-1,603
270
$507K 0.01%
6,558
-12
271
$504K 0.01%
3,997
-1,197
272
$500K 0.01%
16,087
273
$499K 0.01%
10,063
+719
274
$497K 0.01%
6,451
+1,366
275
$496K 0.01%
+9,865
9 10
11
12 13