WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $19.1B
1-Year Est. Return 13.67%
This Quarter Est. Return
1 Year Est. Return
+13.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.45B
AUM Growth
-$74.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$82.5M
2
+$29M
3
+$24.1M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$22.4M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$21.1M

Top Sells

1
+$27.5M
2
+$24.2M
3
+$10.2M
4
MSFT icon
Microsoft
MSFT
+$9.69M
5
SWN
Southwestern Energy Company
SWN
+$6.74M

Sector Composition

1 Technology 2.29%
2 Financials 1.83%
3 Consumer Discretionary 1.11%
4 Healthcare 1.05%
5 Industrials 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.59M 0.1%
28,221
+1,811
77
$4.58M 0.1%
12,756
-8,337
78
$4.56M 0.1%
29,835
-7,254
79
$4.56M 0.1%
88,023
-27,630
80
$4.48M 0.1%
548,434
+485,809
81
$4.42M 0.1%
9,002
-2,391
82
$4.29M 0.1%
89,570
+60,864
83
$4.22M 0.1%
34,927
-9,065
84
$4.15M 0.09%
24,772
-4,560
85
$4.01M 0.09%
97,358
-19,320
86
$4M 0.09%
29,061
-26
87
$3.96M 0.09%
7,759
-4,527
88
$3.89M 0.09%
17,506
-9,104
89
$3.87M 0.09%
24,880
+188
90
$3.86M 0.09%
21,957
+5,230
91
$3.85M 0.09%
46,604
-8,651
92
$3.67M 0.08%
26,260
-23,160
93
$3.63M 0.08%
26,652
-8,050
94
$3.63M 0.08%
220,000
+75,000
95
$3.36M 0.08%
11,226
-4,338
96
$3.24M 0.07%
66,902
-13,345
97
$3.2M 0.07%
39,020
-14,151
98
$3.17M 0.07%
34,643
-1,363
99
$3.01M 0.07%
320,123
+35,253
100
$3M 0.07%
32,000
2 3
4
5 6