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 | |
|---|---|---|---|---|---|---|---|
| $259K | 0% | 791 | New | +$259K | |||
| $258K | 0% | 1,234 +29 | +2% | +$6.07K | |||
| $258K | 0% | 19,173 -227 | -1% | -$3.05K | |||
| $257K | 0% | 1,607 -42 | -3% | -$6.72K | |||
| $257K | 0% | 1,887 +442 | +31% | +$60.2K | |||
| $256K | 0% | 2,544 | New | +$256K | |||
| $253K | 0% | 14,678 | – | – | |||
| $251K | 0% | 2,244 -442 | -16% | -$49.5K | |||
| $250K | 0% | 16,078 | New | +$250K | |||
| $249K | 0% | 4,429 -1,377 | -24% | -$77.3K | |||
| $248K | 0% | 9,925 | New | +$248K | |||
| $248K | 0% | 999 +97 | +11% | +$24K | |||
| $246K | 0% | 3,472 -680 | -16% | -$48.1K | |||
| $246K | 0% | 2,984 -84 | -3% | -$6.91K | |||
| $243K | 0% | 23,636 | – | – | |||
| $243K | 0% | 567 +5 | +0.9% | +$2.14K | |||
| $243K | 0% | 1,003 | New | +$243K | |||
| $242K | 0% | 24,196 | – | – | |||
| $242K | 0% | 1,000 +7 | +0.7% | +$1.7K | |||
| $242K | 0% | 2,963 -462 | -13% | -$37.7K | |||
| $242K | 0% | 3,017 -157 | -5% | -$12.6K | |||
| $241K | 0% | 1,892 -201 | -10% | -$25.6K | |||
| $239K | 0% | 4,091 -5 | -0.1% | -$293 | |||
| $239K | 0% | 352 | New | +$239K | |||
| $239K | 0% | 3,028 | New | +$239K |
