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 | |
|---|---|---|---|---|---|---|---|
| $521K | 0% | 25,849 -3,226 | -11% | -$65.1K | |||
| $521K | 0% | 6,457 +545 | +9% | +$44K | |||
| $519K | 0% | 18,733 -1,472 | -7% | -$40.8K | |||
| $516K | 0% | 2,888 -134 | -4% | -$24K | |||
| $516K | 0% | 276 +10 | +4% | +$18.7K | |||
| $515K | 0% | 91,799 | – | – | |||
| $515K | 0% | 43,000 | – | – | |||
| $514K | 0% | 7,528 | – | – | |||
| $514K | 0% | 16,499 -675 | -4% | -$21K | |||
| $511K | 0% | 4,627 +2,163 | +88% | +$239K | |||
| $507K | 0% | 8,802 +4,212 | +92% | +$242K | |||
| $501K | 0% | 1,582 +317 | +25% | +$100K | |||
| $497K | 0% | 8,160 -147 | -2% | -$8.95K | |||
| $494K | 0% | 23,558 +650 | +3% | +$13.6K | |||
| $492K | 0% | 1,670 -310 | -16% | -$91.4K | |||
| $491K | 0% | 6,817 -5 | -0.1% | -$360 | |||
| $488K | 0% | 16,667 +3,505 | +27% | +$103K | |||
| $487K | 0% | 71,831 | – | – | |||
| $487K | 0% | 22,056 +1,531 | +7% | +$33.8K | |||
| $486K | 0% | 398,374 | – | – | |||
| $483K | 0% | 1,901 -133 | -7% | -$33.8K | |||
| $480K | 0% | 1,760 +10 | +0.6% | +$2.73K | |||
| $477K | 0% | 34,509 +13,412 | +64% | +$185K | |||
| $476K | 0% | 4,605 | New | +$476K | |||
| $476K | 0% | 10,345 -2,128 | -17% | -$97.9K |
