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 | |
|---|---|---|---|---|---|---|---|
| $828K | 0% | 1,671 +26 | +2% | +$12.9K | |||
| $823K | 0% | 2,444 -42 | -2% | -$14.2K | |||
| $823K | 0% | 2,334 +418 | +22% | +$147K | |||
| $814K | 0% | 7,750 +526 | +7% | +$55.2K | |||
| $810K | 0% | 23,182 -23,061 | -50% | -$805K | |||
| $795K | 0% | 5,588 +90 | +2% | +$12.8K | |||
| $786K | 0% | 9,790 -1,987 | -17% | -$160K | |||
| $785K | 0% | 11,887 -134 | -1% | -$8.84K | |||
| $781K | 0% | 4,842 +2,875 | +146% | +$464K | |||
| $778K | 0% | 14,586 -580 | -4% | -$30.9K | |||
| $777K | 0% | 3,752 -549 | -13% | -$114K | |||
| $771K | 0% | 13,900 +1,770 | +15% | +$98.1K | |||
| $770K | 0% | 5,375 +393 | +8% | +$56.3K | |||
| $769K | 0% | 20,308 +8,992 | +79% | +$340K | |||
| $762K | 0% | 12,067 +150 | +1% | +$9.47K | |||
| $759K | 0% | 1,248 -137 | -10% | -$83.3K | |||
| $752K | 0% | 10,379 +630 | +6% | +$45.7K | |||
| $742K | 0% | 17,737 -12,837 | -42% | -$537K | |||
| $731K | 0% | 13,030 -354 | -3% | -$19.8K | |||
| $726K | 0% | 9,202 +4,601 | +100% | +$363K | |||
| $713K | 0% | 14,198 -441 | -3% | -$22.2K | |||
| $713K | 0% | 7,463 -7,214 | -49% | -$689K | |||
| $712K | 0% | 8,723 -100 | -1% | -$8.17K | |||
| $711K | 0% | 11,943 -2,679 | -18% | -$160K | |||
| $708K | 0% | 23,034 -13,426 | -37% | -$413K |
