WANY
Wealthspire Advisors (New York) Portfolio holdings
AUM $16.7B
AUM
$16.7B
AUM Growth
+$6.68B (+66%)
Cap. Flow
+$6.87B
Cap. Flow % of AUM
41.05%
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 | |
|---|---|---|---|---|---|---|---|
| $1.02M | 0.01% | 10,599 -201 | -2% | -$19.3K | |||
| $1.02M | 0.01% | 8,746 -881 | -9% | -$103K | |||
| $1.01M | 0.01% | 14,916 -481 | -3% | -$32.6K | |||
| $1M | 0.01% | 11,546 +5,877 | +104% | +$511K | |||
| $983K | 0.01% | 72,119 +11,592 | +19% | +$158K | |||
| $981K | 0.01% | 4,787 +246 | +5% | +$50.4K | |||
| $979K | 0.01% | 9,527 -1,517 | -14% | -$156K | |||
| $978K | 0.01% | 683 -37 | -5% | -$53K | |||
| $959K | 0.01% | 13,625 -840 | -6% | -$59.1K | |||
| $958K | 0.01% | 22,128 +11,064 | +100% | +$479K | |||
| $952K | 0.01% | 10,695 -52,644 | -83% | -$4.68M | |||
| $946K | 0.01% | 3,579 +80 | +2% | +$21.2K | |||
| $945K | 0.01% | 11,929 +103 | +0.9% | +$8.16K | |||
| $940K | 0.01% | 6,769 -43 | -0.6% | -$5.97K | |||
| $924K | 0.01% | 8,501 -542 | -6% | -$58.9K | |||
| $919K | 0.01% | 17,983 -2,054 | -10% | -$105K | |||
| $914K | 0.01% | 6,273 -665 | -10% | -$96.9K | |||
| $910K | 0.01% | 5,484 -104 | -2% | -$17.3K | |||
| $904K | 0.01% | 237 -75 | -24% | -$286K | |||
| $898K | 0.01% | 12,012 -683 | -5% | -$51K | |||
| $893K | 0.01% | 14,939 +102 | +0.7% | +$6.1K | |||
| $893K | 0.01% | 18,688 -2,566 | -12% | -$123K | |||
| $880K | 0.01% | 8,398 -761 | -8% | -$79.7K | |||
| $877K | 0.01% | 36,908 | – | – | |||
| $874K | 0.01% | 3,757 -87 | -2% | -$20.2K |
