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
426
$42K ﹤0.01%
2,200
427
$28K ﹤0.01%
17,355
+3,500
428
$20K ﹤0.01%
+209
429
– –
-3,924
430
– –
-3,058
431
– –
-1,367
432
– –
-1,861
433
– –
-2,674
434
– –
-14,767
435
– –
-20,743
436
– –
-3,697
437
– –
-10,671
438
– –
-5,446
439
– –
-13,603
440
– –
-4,204
441
– –
-9,949
442
– –
-159,848
443
– –
-1,429
444
– –
-2,587
445
– –
-2,572
446
– –
-3,830
447
– –
-1,589
448
– –
-1,072
449
– –
-7,550
450
– –
-8,411
16 17
18
19 20