WANY
Wealthspire Advisors (New York) Portfolio holdings
AUM $16.7B
AUM
$16.7B
AUM Growth
+$6.68B (+66%)
Cap. Flow
+$6.89B
Cap. Flow % of AUM
41.18%
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 | |
|---|---|---|---|---|---|---|---|
| $696K | 0% | 12,408 | – | – | |||
| $694K | 0% | 2,054 +25 | +1% | +$8.45K | |||
| $684K | 0% | 7,612 +1,678 | +28% | +$151K | |||
| $683K | 0% | 350 -1 | -0.3% | -$1.95K | |||
| $680K | 0% | 4,923 -125 | -2% | -$17.3K | |||
| $679K | 0% | 4,315 -290 | -6% | -$45.6K | |||
| $670K | 0% | 4,206 +2,036 | +94% | +$324K | |||
| $663K | 0% | 3,046 +175 | +6% | +$38.1K | |||
| $656K | 0% | 11,596 +4,757 | +70% | +$269K | |||
| $648K | 0% | 13,617 -2,145 | -14% | -$102K | |||
| $648K | 0% | 8,260 -62 | -0.8% | -$4.86K | |||
| $645K | 0% | 16,322 +327 | +2% | +$12.9K | |||
| $643K | 0% | 9,993 +1,100 | +12% | +$70.8K | |||
| $641K | 0% | 35,498 | – | – | |||
| $638K | 0% | 9,428 +29 | +0.3% | +$1.96K | |||
| $637K | 0% | 14,001 | – | – | |||
| $626K | 0% | 6,207 +198 | +3% | +$20K | |||
| $618K | 0% | 6,263 +1 | +0% | +$99 | |||
| $618K | 0% | 55,074 -24,816 | -31% | -$278K | |||
| $618K | 0% | 7,444 +889 | +14% | +$73.8K | |||
| $616K | 0% | 25,491 | – | – | |||
| $611K | 0% | 18,882 -350 | -2% | -$11.3K | |||
| $609K | 0% | 10,580 +5,290 | +100% | +$305K | |||
| $597K | 0% | 2,072 +246 | +13% | +$70.9K | |||
| $597K | 0% | 4,601 -56 | -1% | -$7.26K |
