WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $16.7B
This Quarter Return
-1.64%
1 Year Return
+5.63%
3 Year Return
+16.72%
5 Year Return
+89.4%
10 Year Return
–
AUM
$16.7B
AUM Growth
+$6.68B
Cap. Flow
+$6.87B
Cap. Flow %
41.05%
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
$1.19M0.01% 44,601
-2,496
-5%
-$66.3K
$1.17M0.01% 41,219
+2,080
+5%
+$59.2K
$1.17M0.01% 5,937
-97
-2%
-$19.2K
$1.15M0.01% 12,004
+16
+0.1%
+$1.53K
$1.13M0.01% 3,756
+15
+0.4%
+$4.53K
$1.13M0.01% 10,825
-1,172
-10%
-$122K
$1.13M0.01% 4,621
-657
-12%
-$160K
$1.12M0.01% 4,246
+27
+0.6%
+$7.15K
$1.12M0.01% 1,792
+1,035
+137%
+$649K
$1.12M0.01% 16,550
+588
+4%
+$39.8K
$1.12M0.01% 10,268
+741
+8%
+$80.8K
$1.11M0.01% 6,343
-296
-4%
-$52K
$1.11M0.01% 23,545
+1,518
+7%
+$71.4K
$1.1M0.01% 30,424
+17,581
+137%
+$635K
$1.1M0.01% 30,618––
$1.09M0.01% 15,858
+86
+0.6%
+$5.89K
$1.08M0.01% 9,726
+4,563
+88%
+$509K
$1.08M0.01% 6,583
+318
+5%
+$52.4K
$1.08M0.01% 11,725
-780
-6%
-$71.7K
$1.07M0.01% 806
+12
+2%
+$15.9K
$1.06M0.01% 13,640
+416
+3%
+$32.2K
$1.05M0.01% 18,024
+1,000
+6%
+$58.2K
$1.04M0.01% 2,153
+75
+4%
+$36.3K
$1.03M0.01% 14,507
+5,960
+70%
+$423K
$1.03M0.01% 12,935
+514
+4%
+$40.8K
1 131415161734