WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $16.7B
AUM
$16.7B
AUM Growth
+$6.68B
Cap. Flow
+$6.89B
Cap. Flow %
41.18%
Top 10 Hldgs %
56.42%
Holding
837
New
50
Increased
381
Reduced
267
Closed
46

Sector Composition

1Technology2.61%
2Financials1.9%
3Consumer Discretionary0.77%
4Healthcare0.76%
5Consumer Staples0.7%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$438K0%2,537
-219
-8%
-$37.8K
$434K0%6,061
$433K0%1,446
+585
+68%
+$175K
$431K0%4,793
+572
+14%
+$51.5K
$428K0%978
-27
-3%
-$11.8K
$427K0%44,285
$424K0%8,628
$423K0%1,182
-1
-0.1%
-$358
$422K0%39,064
$420K0%22,750
$420K0%48,787
$417K0%6,363
-148
-2%
-$9.71K
$416K0%7,273
-100
-1%
-$5.71K
$414K0%3,500
-1,090
-24%
-$129K
$414K0%8,162
-4,356
-35%
-$221K
$410K0%619
+22
+4%
+$14.6K
$405K0%9,767
-3,640
-27%
-$151K
$402K0%13,039
-364
-3%
-$11.2K
$402K0%6,739
-6,455
-49%
-$385K
$400K0%4,253
+48
+1%
+$4.52K
$400K0%2,777
+39
+1%
+$5.62K
$395K0%13,574
$393K0%5,264
-174
-3%
-$13K
$387K0%2,807
-734
-21%
-$101K
$386K0%2,965
-23
-0.8%
-$2.99K