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
376
$256K 0.01%
+11,583
377
$256K 0.01%
15,405
-1,292
378
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1,535
-286
379
$254K 0.01%
2,302
-281
380
$254K 0.01%
934
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381
$253K 0.01%
3,546
382
$252K 0.01%
2,278
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383
$251K 0.01%
+2,100
384
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4,714
385
$240K 0.01%
1,916
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386
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9,925
387
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2,098
-4,681
388
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2,324
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389
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4,631
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$229K 0.01%
7,793
-1,505
391
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392
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393
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7,489
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394
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4,532
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395
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396
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+6,000
397
$225K 0.01%
+2,471
398
$225K 0.01%
+5,000
399
$224K 0.01%
2,550
-2,498
400
$222K 0.01%
7,606
-39
14 15
16
17 18