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

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

1Technology2.61%
2Financials1.9%
3Consumer Discretionary0.77%
4Healthcare0.76%
5Consumer Staples0.7%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$47.6M0.28%513,282
+332,766
+184%
+$30.9M
$47.3M0.28%236,944
+115,157
+95%
+$23M
$46.9M0.28%518,162
+249,125
+93%
+$22.6M
$41.2M0.25%218,926
+111,594
+104%
+$21M
$40.6M0.24%153,204
-133
-0.1%
-$35.3K
$35.3M0.21%273,390
+131,530
+93%
+$17M
$35M0.21%65,729
+2,199
+3%
+$1.17M
$33.7M0.2%177,082
-9,753
-5%
-$1.86M
$33.6M0.2%394,998
+212,463
+116%
+$18.1M
$32.8M0.2%279,270
+152,573
+120%
+$17.9M
$31.7M0.19%265,060
+146,265
+123%
+$17.5M
$30.4M0.18%790,704
-6,364
-0.8%
-$245K
$30.3M0.18%95,534
+47,626
+99%
+$15.1M
$30.1M0.18%481,972
+12,590
+3%
+$787K
$30.1M0.18%181,356
+90,876
+100%
+$15.1M
$29.3M0.18%617,527
+9,965
+2%
+$473K
$28.8M0.17%184,649
+8,409
+5%
+$1.31M
$28.4M0.17%115,948
+56,555
+95%
+$13.8M
$26M0.16%152,397
+61,150
+67%
+$10.4M
$25.4M0.15%945,964
+455,550
+93%
+$12.2M
$25M0.15%80,275
-6,710
-8%
-$2.09M
$24.3M0.15%142,474
+70,007
+97%
+$11.9M
$24.1M0.14%440,038
+1,348
+0.3%
+$73.7K
$23.9M0.14%467,955
+368,926
+373%
+$18.9M
$21.6M0.13%1,003,918
+496,815
+98%
+$10.7M
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