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
401
$221K 0.01%
+62,500
402
$220K ﹤0.01%
+25,500
403
$219K ﹤0.01%
2,000
-2,744
404
$219K ﹤0.01%
+3,375
405
$219K ﹤0.01%
+1,000
406
$219K ﹤0.01%
1,620
-148
407
$219K ﹤0.01%
4,528
-4,972
408
$215K ﹤0.01%
1,889
-3,220
409
$215K ﹤0.01%
30,000
-940,961
410
$212K ﹤0.01%
3,327
-2,554
411
$211K ﹤0.01%
+2,968
412
$205K ﹤0.01%
+1,464
413
$204K ﹤0.01%
+22,509
414
$202K ﹤0.01%
2,455
-7,631
415
$202K ﹤0.01%
+1,175
416
$201K ﹤0.01%
3,294
-3,570
417
$200K ﹤0.01%
3,017
418
$197K ﹤0.01%
15,266
+488
419
$140K ﹤0.01%
25,000
420
$111K ﹤0.01%
+504
421
$80K ﹤0.01%
+13,300
422
$76K ﹤0.01%
20,000
423
$67K ﹤0.01%
500
424
$67K ﹤0.01%
10,000
425
$56K ﹤0.01%
10,500
15 16
17
18 19