WANY
Wealthspire Advisors (New York) Portfolio holdings
AUM $16.7B
AUM
$16.7B
AUM Growth
+$6.68B (+66%)
Cap. Flow
+$6.89B
Cap. Flow % of AUM
41.18%
Top 10 Holdings %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
| 1 | Technology | 2.61% |
| 2 | Financials | 1.9% |
| 3 | Consumer Discretionary | 0.77% |
| 4 | Healthcare | 0.76% |
| 5 | Consumer Staples | 0.7% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.64M | 0.01% | 33,941 -3,152 | -9% | -$152K | |||
| $1.63M | 0.01% | 70,740 | – | – | |||
| $1.62M | 0.01% | 11,059 +39 | +0.4% | +$5.73K | |||
| $1.62M | 0.01% | 5,311 +322 | +6% | +$98.3K | |||
| $1.62M | 0.01% | 13,490 | – | – | |||
| $1.58M | 0.01% | 20,543 +4,733 | +30% | +$365K | |||
| $1.58M | 0.01% | 6,836 +222 | +3% | +$51.4K | |||
| $1.57M | 0.01% | 18,964 | – | – | |||
| $1.56M | 0.01% | 11,838 +2,085 | +21% | +$275K | |||
| $1.54M | 0.01% | 37,974 +2,083 | +6% | +$84.7K | |||
| $1.54M | 0.01% | 3,304 +95 | +3% | +$44.2K | |||
| $1.53M | 0.01% | 8,700 +121 | +1% | +$21.3K | |||
| $1.53M | 0.01% | 8,942 +4,143 | +86% | +$707K | |||
| $1.52M | 0.01% | 36,021 | – | – | |||
| $1.51M | 0.01% | 16,298 +1,339 | +9% | +$124K | |||
| $1.5M | 0.01% | 7,971 -2,016 | -20% | -$379K | |||
| $1.49M | 0.01% | 3,879 +74 | +2% | +$28.4K | |||
| $1.48M | 0.01% | 5,847 -444 | -7% | -$113K | |||
| $1.47M | 0.01% | 13,423 -468 | -3% | -$51.3K | |||
| $1.46M | 0.01% | 29,903 -3,786 | -11% | -$185K | |||
| $1.46M | 0.01% | 9,413 +14 | +0.2% | +$2.16K | |||
| $1.45M | 0.01% | 14,832 +9,225 | +165% | +$904K | |||
| $1.44M | 0.01% | 18,445 -22,364 | -55% | -$1.74M | |||
| $1.42M | 0.01% | 14,548 +119 | +0.8% | +$11.6K | |||
| $1.41M | 0.01% | 11,026 -814 | -7% | -$104K |
