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
$11.8M0.07%470,232
+2,576
+0.6%
+$64.4K
$11.5M0.07%76,446
+10,836
+17%
+$1.64M
$11.4M0.07%141,797
-5,591
-4%
-$449K
$11.3M0.07%53,742
-1,473
-3%
-$309K
$10.9M0.07%89,910
+5,147
+6%
+$623K
$10.9M0.07%179,995
-1,866
-1%
-$113K
$10.8M0.06%71,898
+36,079
+101%
+$5.41M
$10.4M0.06%33,150
+15,579
+89%
+$4.87M
$10.3M0.06%143,588
+119,977
+508%
+$8.61M
$10.3M0.06%77,466
+32
+0%
+$4.25K
$10.2M0.06%127,793
-11,686
-8%
-$933K
$10.1M0.06%147,949
+388
+0.3%
+$26.5K
$10.1M0.06%375,386
-4,136
-1%
-$111K
$9.98M0.06%13 New
+$9.98M
$9.69M0.06%118,625
-1,055
-0.9%
-$86.2K
$9.56M0.06%59,543
-119
-0.2%
-$19.1K
$9.38M0.06%371,939
-71,833
-16%
-$1.81M
$9.23M0.06%42,178
-1,458
-3%
-$319K
$9.09M0.05%35,090
+832
+2%
+$216K
$9.07M0.05%25,886
+1,537
+6%
+$539K
$8.97M0.05%221,981
+466
+0.2%
+$18.8K
$8.95M0.05%16,769
+934
+6%
+$498K
$8.88M0.05%90,522
+47,805
+112%
+$4.69M
$8.7M0.05%211,065
-1,425
-0.7%
-$58.7K
$8.64M0.05%329,642
+164,323
+99%
+$4.31M
1 3456734