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 | |
|---|---|---|---|---|---|---|---|
| $874K | 0.01% | 7,606 | – | – | |||
| $869K | 0.01% | 13,315 -2,229 | -14% | -$145K | |||
| $867K | 0.01% | 79,500 | New | +$867K | |||
| $865K | 0.01% | 7,645 +44 | +0.6% | +$4.98K | |||
| $865K | 0.01% | 33,850 -43,750 | -56% | -$1.12M | |||
| $865K | 0.01% | 9,538 +5,469 | +134% | +$496K | |||
| $863K | 0.01% | 3,538 +153 | +5% | +$37.3K | |||
| $862K | 0.01% | 10,927 +2,442 | +29% | +$193K | |||
| $861K | 0.01% | 6,571 -363 | -5% | -$47.6K | |||
| $857K | 0.01% | 5,601 +69 | +1% | +$10.6K | |||
| $857K | 0.01% | 186 +20 | +12% | +$92.1K | |||
| $855K | 0.01% | 22,658 +47 | +0.2% | +$1.77K | |||
| $853K | 0.01% | 6,171 -1,860 | -23% | -$257K | |||
| $852K | 0.01% | 9,100 +2,013 | +28% | +$189K | |||
| $851K | 0.01% | 4,218 -854 | -17% | -$172K | |||
| $847K | 0.01% | 17,832 | – | – | |||
| $844K | 0.01% | 1,254 -4 | -0.3% | -$2.69K | |||
| $844K | 0.01% | 1,797 +5 | +0.3% | +$2.35K | |||
| $844K | 0.01% | 6,639 +1,101 | +20% | +$140K | |||
| $843K | 0.01% | 3,417 | – | – | |||
| $835K | 0.01% | 34,434 +79 | +0.2% | +$1.92K | |||
| $834K | 0.01% | 24,372 +613 | +3% | +$21K | |||
| $834K | 0.01% | 7,003 -399 | -5% | -$47.5K | |||
| $834K | 0.01% | 7,331 -16 | -0.2% | -$1.82K | |||
| $832K | 0.01% | 7,046 | – | – |
