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
351
$293K 0.01%
761
-96
352
$292K 0.01%
15,620
-1,132
353
$291K 0.01%
+23,411
354
$288K 0.01%
13,618
-1,322
355
$287K 0.01%
4,250
-800
356
$285K 0.01%
8,293
+40
357
$283K 0.01%
7,971
-12,949
358
$283K 0.01%
+3,621
359
$282K 0.01%
993
-722
360
$281K 0.01%
13,411
-55,600
361
$281K 0.01%
5,525
362
$280K 0.01%
2,103
-1,141
363
$279K 0.01%
2,114
-4,050
364
$278K 0.01%
1,820
-1,151
365
$277K 0.01%
2,772
-669
366
$275K 0.01%
+2,607
367
$275K 0.01%
844
-3,636
368
$274K 0.01%
3,625
369
$273K 0.01%
1,086
-2,605
370
$272K 0.01%
11,882
-1,105
371
$270K 0.01%
4,861
372
$270K 0.01%
1,810
-220
373
$263K 0.01%
+75,278
374
$260K 0.01%
3,426
-1,289
375
$259K 0.01%
4,585
+5
13 14
15
16 17