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
$21.2M0.13%127,022
+63,897
+101%
+$10.7M
$21.2M0.13%195,826
+20,930
+12%
+$2.27M
$21M0.13%292,880
+147,510
+101%
+$10.6M
$19.8M0.12%147,744
+76,269
+107%
+$10.2M
$19.7M0.12%153,266
+77,566
+102%
+$9.99M
$19M0.11%77,328
-1,180
-2%
-$289K
$18.4M0.11%905,610
+27,464
+3%
+$557K
$17.4M0.1%47,400
+23,683
+100%
+$8.68M
$17M0.1%217,412
+103,809
+91%
+$8.13M
$17M0.1%143,042
+4,778
+3%
+$568K
$16.4M0.1%698,188
+350,067
+101%
+$8.2M
$16.3M0.1%467,538
+343,177
+276%
+$12M
$15M0.09%51,913
+1,858
+4%
+$535K
$14.9M0.09%77,000
+37,777
+96%
+$7.33M
$14.9M0.09%170,016
+88,154
+108%
+$7.74M
$14.6M0.09%15,487
-644
-4%
-$609K
$14.4M0.09%57,952
+30,369
+110%
+$7.55M
$14.2M0.08%74,352
+38,637
+108%
+$7.36M
$14.2M0.08%371,755
+41,466
+13%
+$1.58M
$14M0.08%24,214
-695
-3%
-$401K
$13.8M0.08%16,698
+7,989
+92%
+$6.6M
$13.5M0.08%110,684
+1,364
+1%
+$166K
$13M0.08%84,102
-14,909
-15%
-$2.31M
$12.8M0.08%73,930
+58,034
+365%
+$10.1M
$12.6M0.08%49,239
+5,114
+12%
+$1.31M
1 2345634