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
326
$356K 0.01%
14,946
+1,572
327
$350K 0.01%
24,645
328
$349K 0.01%
25,806
-5,740
329
$349K 0.01%
+4,057
330
$348K 0.01%
+6,330
331
$347K 0.01%
+735
332
$343K 0.01%
3,420
-246
333
$342K 0.01%
1,338
-1,851
334
$331K 0.01%
2,507
-1,867
335
$328K 0.01%
8,400
336
$327K 0.01%
3,279
-3,301
337
$326K 0.01%
3,277
-1,144
338
$325K 0.01%
5,007
-219
339
$324K 0.01%
7,095
-3,195
340
$322K 0.01%
6,573
+1,268
341
$317K 0.01%
1,180
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342
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343
$312K 0.01%
1,249
-907
344
$310K 0.01%
2,300
345
$306K 0.01%
3,227
+350
346
$305K 0.01%
1,272
-785
347
$305K 0.01%
6,973
-1,064
348
$303K 0.01%
5,458
-3,882
349
$296K 0.01%
+7,470
350
$293K 0.01%
+33,367
12 13
14
15 16