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 | |
|---|---|---|---|---|---|---|---|
| $469K | 0% | 6,996 -9 | -0.1% | -$604 | |||
| $468K | 0% | 15,111 +2,231 | +17% | +$69.1K | |||
| $466K | 0% | 4,838 +119 | +3% | +$11.5K | |||
| $463K | 0% | 11,313 -309 | -3% | -$12.7K | |||
| $460K | 0% | 4,129 +1,319 | +47% | +$147K | |||
| $458K | 0% | 4,013 | New | +$458K | |||
| $458K | 0% | 7,269 +115 | +2% | +$7.25K | |||
| $454K | 0% | 4,129 -282 | -6% | -$31K | |||
| $454K | 0% | 12,442 -1,353 | -10% | -$49.4K | |||
| $453K | 0% | 2,249 +40 | +2% | +$8.06K | |||
| $453K | 0% | 21,115 | – | – | |||
| $453K | 0% | 3,980 +897 | +29% | +$102K | |||
| $452K | 0% | 24,308 -105,894 | -81% | -$1.97M | |||
| $452K | 0% | 2,199 +4 | +0.2% | +$822 | |||
| $452K | 0% | 4,860 | – | – | |||
| $450K | 0% | 17,011 | – | – | |||
| $450K | 0% | 2,366 -135 | -5% | -$25.7K | |||
| $449K | 0% | 16,168 | – | – | |||
| $449K | 0% | 9,686 -1,566 | -14% | -$72.5K | |||
| $447K | 0% | 1,219 -227 | -16% | -$83.3K | |||
| $445K | 0% | 5,884 +68 | +1% | +$5.14K | |||
| $443K | 0% | 7,127 -922 | -11% | -$57.3K | |||
| $443K | 0% | 1,391 -491 | -26% | -$156K | |||
| $441K | 0% | 801 -63 | -7% | -$34.7K | |||
| $440K | 0% | 10,804 +1,029 | +11% | +$41.9K |
