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 | |
|---|---|---|---|---|---|---|---|
| $286K | 0% | 4,169 -1,998 | -32% | -$137K | |||
| $284K | 0% | 22,500 | – | – | |||
| $283K | 0% | 2,436 -460 | -16% | -$53.5K | |||
| $283K | 0% | 1,365 -54 | -4% | -$11.2K | |||
| $280K | 0% | 3,753 -754 | -17% | -$56.3K | |||
| $279K | 0% | 6,000 | – | – | |||
| $279K | 0% | 593 -34 | -5% | -$16K | |||
| $278K | 0% | 963 +32 | +3% | +$9.24K | |||
| $277K | 0% | 3,753 | New | +$277K | |||
| $277K | 0% | 1,462 +53 | +4% | +$10K | |||
| $276K | 0% | 2,946 -508 | -15% | -$47.5K | |||
| $275K | 0% | 1,722 | New | +$275K | |||
| $274K | 0% | 3,878 | – | – | |||
| $273K | 0% | 5,618 | – | – | |||
| $272K | 0% | 10,180 | New | +$272K | |||
| $272K | 0% | 1,198 | New | +$272K | |||
| $270K | 0% | 5,125 -7,605 | -60% | -$401K | |||
| $270K | 0% | 2,063 -61 | -3% | -$7.98K | |||
| $264K | 0% | 4,004 +3 | +0.1% | +$198 | |||
| $263K | 0% | 2,114 +21 | +1% | +$2.61K | |||
| $261K | 0% | 601 -427 | -42% | -$186K | |||
| $261K | 0% | 3,239 +79 | +3% | +$6.37K | |||
| $261K | 0% | 6,000 | – | – | |||
| $260K | 0% | 5,790 | – | – | |||
| $259K | 0% | 6,297 | New | +$259K |
