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
$385K0%2,914
+178
+7%
+$23.5K
$383K0%6,021
-446
-7%
-$28.3K
$380K0%11,454
-2,444
-18%
-$81.1K
$379K0%9,795 New
+$379K
$378K0%14,640
$377K0%5,986
-499
-8%
-$31.4K
$377K0%3,257
+355
+12%
+$41K
$376K0%2,567
+331
+15%
+$48.5K
$375K0%1,398
-51
-4%
-$13.7K
$373K0%888
+94
+12%
+$39.5K
$370K0%3,494 New
+$370K
$368K0%4,322
-221
-5%
-$18.8K
$366K0%1,734
$364K0%6,059
+14
+0.2%
+$842
$364K0%7,392
-332
-4%
-$16.4K
$363K0%2,617
-43
-2%
-$5.97K
$361K0%3,914
$360K0%364
-2
-0.6%
-$1.98K
$359K0%1,371
-297
-18%
-$77.8K
$356K0%2,877
+88
+3%
+$10.9K
$354K0%3,187
-83
-3%
-$9.22K
$354K0%730
-19
-3%
-$9.21K
$352K0%5,674
-276
-5%
-$17.1K
$352K0%15,622
-64
-0.4%
-$1.44K
$350K0%10,355
-804
-7%
-$27.2K