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 | |
|---|---|---|---|---|---|---|---|
| $213K | 0% | 2,208 -437 | -17% | -$42.2K | |||
| $212K | 0% | 2,932 -4,038 | -58% | -$293K | |||
| $212K | 0% | 2,571 -97 | -4% | -$7.98K | |||
| $212K | 0% | 13,437 -7,808 | -37% | -$123K | |||
| $210K | 0% | 6,253 +239 | +4% | +$8.03K | |||
| $209K | 0% | 1,994 | – | – | |||
| $209K | 0% | 2,682 -87 | -3% | -$6.78K | |||
| $209K | 0% | 1,610 | New | +$209K | |||
| $208K | 0% | 2,738 -372 | -12% | -$28.3K | |||
| $206K | 0% | 2,816 +100 | +4% | +$7.32K | |||
| $206K | 0% | 6,804 | New | +$206K | |||
| $206K | 0% | 5,880 | New | +$206K | |||
| $205K | 0% | 1,219 -8 | -0.7% | -$1.35K | |||
| $204K | 0% | 3,122 -331 | -10% | -$21.7K | |||
| $204K | 0% | 666 | New | +$204K | |||
| $204K | 0% | 3,959 | – | – | |||
| $204K | 0% | 4,521 -683 | -13% | -$30.8K | |||
| $203K | 0% | 3,763 | New | +$203K | |||
| $202K | 0% | 2,519 +174 | +7% | +$13.9K | |||
| $201K | 0% | 66,212 | – | – | |||
| $188K | 0% | 21,480 +10,990 | +105% | +$96.4K | |||
| $185K | 0% | 13,026 | – | – | |||
| $178K | 0% | 16,201 | – | – | |||
| $176K | 0% | 18,550 +1,000 | +6% | +$9.49K | |||
| $173K | 0% | 16,687 | – | – |
