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
301
$413K 0.01%
44,827
302
$412K 0.01%
4,673
-950
303
$407K 0.01%
7,618
-1,933
304
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570
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305
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86,377
306
$400K 0.01%
6,920
+10
307
$399K 0.01%
15,096
-29,839
308
$395K 0.01%
3,855
+301
309
$394K 0.01%
14,249
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310
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3,846
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311
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42,675
-37
312
$393K 0.01%
8,527
313
$392K 0.01%
4,140
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314
$387K 0.01%
933
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315
$381K 0.01%
8,673
316
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+3,682
317
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5,114
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318
$372K 0.01%
19,697
-14,628
319
$372K 0.01%
4,661
320
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10,232
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321
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3,734
322
$368K 0.01%
8,116
-10,438
323
$365K 0.01%
5,510
-16
324
$364K 0.01%
2,289
+305
325
$357K 0.01%
2,576
-549
11 12
13
14 15