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 | |
|---|---|---|---|---|---|---|---|
| $595K | 0% | 11,855 -54 | -0.5% | -$2.71K | |||
| $595K | 0% | 6,230 -125 | -2% | -$11.9K | |||
| $594K | 0% | 7,916 +627 | +9% | +$47K | |||
| $592K | 0% | 3,866 | – | – | |||
| $589K | 0% | 6,888 -118 | -2% | -$10.1K | |||
| $581K | 0% | 17,574 +323 | +2% | +$10.7K | |||
| $579K | 0% | 6,292 +200 | +3% | +$18.4K | |||
| $578K | 0% | 9,055 +710 | +9% | +$45.3K | |||
| $575K | 0% | 5,956 | – | – | |||
| $572K | 0% | 3,382 -311 | -8% | -$52.6K | |||
| $571K | 0% | 10,901 -93 | -0.9% | -$4.87K | |||
| $571K | 0% | 49,552 | New | +$571K | |||
| $569K | 0% | 11,242 +11 | +0.1% | +$557 | |||
| $564K | 0% | 3,678 +227 | +7% | +$34.8K | |||
| $561K | 0% | 17,543 -4,031 | -19% | -$129K | |||
| $557K | 0% | 985 +171 | +21% | +$96.7K | |||
| $549K | 0% | 1,668 +23 | +1% | +$7.57K | |||
| $541K | 0% | 4,750 +2,307 | +94% | +$263K | |||
| $539K | 0% | 7,580 +1,128 | +17% | +$80.3K | |||
| $536K | 0% | 19,047 | – | – | |||
| $536K | 0% | 6,579 +122 | +2% | +$9.93K | |||
| $532K | 0% | 5,849 -1,311 | -18% | -$119K | |||
| $529K | 0% | 1,107 -21 | -2% | -$10K | |||
| $526K | 0% | 1,679 -208 | -11% | -$65.2K | |||
| $526K | 0% | 21,742 -47 | -0.2% | -$1.14K |
