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
$2M0.01%7,358
-1,366
-16%
-$371K
$2M0.01%38,439
-100
-0.3%
-$5.2K
$1.97M0.01%39,736
+11
+0%
+$545
$1.94M0.01%59,538 New
+$1.94M
$1.94M0.01%12,555
-544
-4%
-$83.9K
$1.9M0.01%8,618
+4,250
+97%
+$938K
$1.89M0.01%38,796
+393
+1%
+$19.2K
$1.88M0.01%258,588 New
+$1.88M
$1.87M0.01%15,642
-611
-4%
-$73K
$1.85M0.01%8,984
+4,903
+120%
+$1.01M
$1.84M0.01%27,033
+351
+1%
+$23.9K
$1.82M0.01%11,870
-449
-4%
-$69K
$1.81M0.01%30,294
-2,649
-8%
-$158K
$1.8M0.01%15,578
+6,036
+63%
+$698K
$1.8M0.01%2,260
+2
+0.1%
+$1.59K
$1.8M0.01%25,884
+13,009
+101%
+$903K
$1.79M0.01%60,840
+31,892
+110%
+$939K
$1.76M0.01%38,218
+8,923
+30%
+$410K
$1.75M0.01%77,746
-6,929
-8%
-$156K
$1.72M0.01%7,527
-256
-3%
-$58.6K
$1.71M0.01%5,200
-242
-4%
-$79.8K
$1.7M0.01%4,058
+79
+2%
+$33.2K
$1.7M0.01%6,019
-563
-9%
-$159K
$1.68M0.01%15,411
+47
+0.3%
+$5.14K
$1.67M0.01%20,331
+14,060
+224%
+$1.15M
1 101112131434