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 | |
|---|---|---|---|---|---|---|---|
| $350K | 0% | 688 -80 | -10% | -$40.7K | |||
| $349K | 0% | 7,498 | New | +$349K | |||
| $349K | 0% | 6,584 -2,247 | -25% | -$119K | |||
| $348K | 0% | 7,060 +116 | +2% | +$5.73K | |||
| $348K | 0% | 7,857 +792 | +11% | +$35.1K | |||
| $346K | 0% | 6,327 -5,634 | -47% | -$309K | |||
| $346K | 0% | 14,305 | – | – | |||
| $344K | 0% | 4,536 -785 | -15% | -$59.5K | |||
| $340K | 0% | 1,456 +510 | +54% | +$119K | |||
| $340K | 0% | 3,698 -95 | -3% | -$8.73K | |||
| $339K | 0% | 7,680 | – | – | |||
| $338K | 0% | 1,901 -4 | -0.2% | -$712 | |||
| $337K | 0% | 6,921 -79 | -1% | -$3.84K | |||
| $335K | 0% | 1,447 +261 | +22% | +$60.4K | |||
| $334K | 0% | 3,931 +37 | +1% | +$3.14K | |||
| $334K | 0% | 2,988 -247 | -8% | -$27.6K | |||
| $331K | 0% | 2,064 -109 | -5% | -$17.5K | |||
| $330K | 0% | 2,552 | – | – | |||
| $327K | 0% | 13,058 | – | – | |||
| $327K | 0% | 4,745 -399 | -8% | -$27.5K | |||
| $326K | 0% | 4,571 -692 | -13% | -$49.4K | |||
| $325K | 0% | 1,391 -317 | -19% | -$74K | |||
| $323K | 0% | 4,185 -363 | -8% | -$28K | |||
| $322K | 0% | 1,869 +11 | +0.6% | +$1.89K | |||
| $320K | 0% | 11,721 | New | +$320K |
