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 | |
|---|---|---|---|---|---|---|---|
| $15.1K | 0% | 10,050 | – | – | |||
| $14.7K | 0% | 15,151 | – | – | |||
| $11.4K | 0% | 10,045 | – | – | |||
| $9.2K | 0% | 60,076 | – | – | |||
| $5.04K | 0% | 14,376 +1,294 | +10% | +$453 | |||
| $4.48K | 0% | 16,450 | – | – | |||
| $0 | 0% | 0 -2,396 | Closed | – | |||
| $0 | 0% | 0 -4,927 | Closed | – | |||
| $0 | 0% | 0 -963 | Closed | – | |||
| $0 | 0% | 0 -10,065 | Closed | – | |||
| $0 | 0% | 0 -8,730 | Closed | – | |||
| $0 | 0% | 0 -4,125 | Closed | – | |||
| $0 | 0% | 0 -4,600 | Closed | – | |||
| $0 | 0% | 0 -35,966 | Closed | – | |||
| $0 | 0% | 0 -4,955 | Closed | – | |||
| $0 | 0% | 0 -147,547 | Closed | – | |||
| $0 | 0% | 0 -35,000 | Closed | – | |||
| $0 | 0% | 0 -12,638 | Closed | – | |||
| $0 | 0% | 0 -4,279 | Closed | – | |||
| $0 | 0% | 0 -2,090 | Closed | – | |||
| $0 | 0% | 0 -5,498 | Closed | – | |||
| $0 | 0% | 0 -1,712 | Closed | – | |||
| $0 | 0% | 0 -11,132 | Closed | – | |||
| $0 | 0% | 0 -6,246 | Closed | – | |||
| $0 | 0% | 0 -1,129 | Closed | – |
