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
526
– –
-856
527
– –
-3,090
528
– –
-1,623
529
– –
-447
530
– –
-6,607
531
– –
-3,772
532
– –
-27,445
533
– –
-2,404
534
– –
-770
535
– –
-2,867
536
– –
-8,436
537
– –
-558
538
– –
-2,883
539
– –
-8,230
540
– –
-6,620
541
– –
-20,202
542
– –
-2,818
543
– –
-1,134
544
– –
-1,718
545
– –
-25,544
546
– –
-3,764
547
– –
-19,276
548
– –
-636
549
– –
-789
550
– –
-3,892
19 20 21
22
23