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 | |
|---|---|---|---|---|---|---|---|
| $385K | 0% | 2,914 +178 | +7% | +$23.5K | |||
| $383K | 0% | 6,021 -446 | -7% | -$28.3K | |||
| $380K | 0% | 11,454 -2,444 | -18% | -$81.1K | |||
| $379K | 0% | 9,795 | New | +$379K | |||
| $378K | 0% | 14,640 | – | – | |||
| $377K | 0% | 5,986 -499 | -8% | -$31.4K | |||
| $377K | 0% | 3,257 +355 | +12% | +$41K | |||
| $376K | 0% | 2,567 +331 | +15% | +$48.5K | |||
| $375K | 0% | 1,398 -51 | -4% | -$13.7K | |||
| $373K | 0% | 888 +94 | +12% | +$39.5K | |||
| $370K | 0% | 3,494 | New | +$370K | |||
| $368K | 0% | 4,322 -221 | -5% | -$18.8K | |||
| $366K | 0% | 1,734 | – | – | |||
| $364K | 0% | 6,059 +14 | +0.2% | +$842 | |||
| $364K | 0% | 7,392 -332 | -4% | -$16.4K | |||
| $363K | 0% | 2,617 -43 | -2% | -$5.97K | |||
| $361K | 0% | 3,914 | – | – | |||
| $360K | 0% | 364 -2 | -0.6% | -$1.98K | |||
| $359K | 0% | 1,371 -297 | -18% | -$77.8K | |||
| $356K | 0% | 2,877 +88 | +3% | +$10.9K | |||
| $354K | 0% | 3,187 -83 | -3% | -$9.22K | |||
| $354K | 0% | 730 -19 | -3% | -$9.21K | |||
| $352K | 0% | 5,674 -276 | -5% | -$17.1K | |||
| $352K | 0% | 15,622 -64 | -0.4% | -$1.44K | |||
| $350K | 0% | 10,355 -804 | -7% | -$27.2K |
