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 | |
|---|---|---|---|---|---|---|---|
| $166K | 0% | 12,766 -271 | -2% | -$3.53K | |||
| $165K | 0% | 16,100 | New | +$165K | |||
| $159K | 0% | 12,185 | – | – | |||
| $150K | 0% | 16,039 -736 | -4% | -$6.9K | |||
| $137K | 0% | 10,417 | New | +$137K | |||
| $132K | 0% | 25,000 | – | – | |||
| $125K | 0% | 30,000 | – | – | |||
| $125K | 0% | 15,000 | – | – | |||
| $111K | 0% | 187,287 | – | – | |||
| $105K | 0% | 33,132 | New | +$105K | |||
| $99.8K | 0% | 71,250 | – | – | |||
| $95.8K | 0% | 10,333 | – | – | |||
| $90K | 0% | 14,954 +3,000 | +25% | +$18.1K | |||
| $87.2K | 0% | 91,854 +16,854 | +22% | +$16K | |||
| $77.1K | 0% | 15,000 | New | +$77.1K | |||
| $76.7K | 0% | 44,834 | – | – | |||
| $66.5K | 0% | 101,090 | New | +$66.5K | |||
| $66K | 0% | 12,485 | – | – | |||
| $64.3K | 0% | 20,601 +182 | +0.9% | +$568 | |||
| $38.7K | 0% | 34,250 +15,000 | +78% | +$17K | |||
| $35.2K | 0% | 28,134 | – | – | |||
| $32.7K | 0% | 11,060 -601 | -5% | -$1.78K | |||
| $26.9K | 0% | 10,555 +141 | +1% | +$360 | |||
| $24.1K | 0% | 11,385 +242 | +2% | +$513 | |||
| $23.4K | 0% | 10,493 | New | +$23.4K |
