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
276
$496K 0.01%
23,840
-123
277
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2,440
-3,125
278
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279
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15,397
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280
$478K 0.01%
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281
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5,888
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282
$471K 0.01%
40,924
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283
$463K 0.01%
9,721
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284
$461K 0.01%
1,910
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285
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5,519
-11,724
286
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2,802
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287
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288
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749
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289
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4,128
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290
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906
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291
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1,565
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292
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18,040
293
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1,882
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294
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7,789
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295
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6,026
-353
296
$420K 0.01%
1,885
-2,964
297
$419K 0.01%
1,843
-1,979
298
$418K 0.01%
4,159
-1,179
299
$417K 0.01%
4,148
-1,722
300
$414K 0.01%
+13,200
10 11
12
13 14