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
26
$27.8M 0.63%
547,019
+96,822
27
$25.7M 0.58%
462,025
+89,499
28
$25M 0.56%
502,945
+153,689
29
$24.9M 0.56%
73,925
-71,679
30
$24M 0.54%
301,947
+68,633
31
$22.6M 0.51%
94,960
-115,693
32
$20.1M 0.45%
98,109
+2,920
33
$19.9M 0.45%
183,902
+7,295
34
$18.9M 0.42%
147,372
-14,455
35
$18.6M 0.42%
64,826
+14,260
36
$18.3M 0.41%
59,262
-31,428
37
$16.4M 0.37%
100,900
-16,660
38
$13.4M 0.3%
210,665
-1,100
39
$12.9M 0.29%
200,222
-2,145
40
$12.5M 0.28%
819,651
+125,085
41
$12.2M 0.28%
73,698
-7,153
42
$11.9M 0.27%
45,359
+7,813
43
$11.8M 0.26%
79,573
+1,847
44
$11.3M 0.25%
57,754
-337
45
$11.1M 0.25%
399,493
+43,311
46
$11M 0.25%
77,257
-40
47
$10.5M 0.24%
347,014
+38,422
48
$9.45M 0.21%
184,550
-3,455
49
$9.23M 0.21%
51,075
+2,512
50
$9.02M 0.2%
174,894
+12,145
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