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 | |
|---|---|---|---|---|---|---|---|
| $237K | 0% | 3,097 | – | – | |||
| $237K | 0% | 22,054 -162 | -0.7% | -$1.74K | |||
| $234K | 0% | 8,018 | – | – | |||
| $233K | 0% | 4,589 | New | +$233K | |||
| $229K | 0% | 2,224 -241 | -10% | -$24.9K | |||
| $229K | 0% | 2,399 +7 | +0.3% | +$667 | |||
| $228K | 0% | 1,685 +92 | +6% | +$12.4K | |||
| $228K | 0% | 6,661 +8 | +0.1% | +$274 | |||
| $223K | 0% | 390 | New | +$223K | |||
| $222K | 0% | 3,706 | New | +$222K | |||
| $222K | 0% | 2,740 | New | +$222K | |||
| $222K | 0% | 160 -20 | -11% | -$27.7K | |||
| $221K | 0% | 420 +50 | +14% | +$26.3K | |||
| $221K | 0% | 1,496 | New | +$221K | |||
| $220K | 0% | 7,285 | – | – | |||
| $218K | 0% | 1,946 +122 | +7% | +$13.7K | |||
| $218K | 0% | 8,639 | New | +$218K | |||
| $216K | 0% | 108,183 | – | – | |||
| $216K | 0% | 3,186 +219 | +7% | +$14.8K | |||
| $216K | 0% | 7,948 -407 | -5% | -$11.1K | |||
| $216K | 0% | 4,562 -81 | -2% | -$3.83K | |||
| $215K | 0% | 1,931 | – | – | |||
| $214K | 0% | 5,714 +26 | +0.5% | +$975 | |||
| $214K | 0% | 11,089 | – | – | |||
| $213K | 0% | 1,008 +14 | +1% | +$2.96K |
