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
101
$2.98M 0.07%
21,709
-1,663
102
$2.88M 0.06%
98,508
+5,402
103
$2.86M 0.06%
255,720
+18,196
104
$2.78M 0.06%
142,338
+3,081
105
$2.72M 0.06%
49,628
106
$2.7M 0.06%
54,411
+594
107
$2.67M 0.06%
4,629
-1,419
108
$2.64M 0.06%
10,694
-2,266
109
$2.59M 0.06%
43,665
110
$2.56M 0.06%
25,358
-1,435
111
$2.5M 0.06%
101,883
+4,032
112
$2.4M 0.05%
34,537
+5,413
113
$2.3M 0.05%
18,452
-2,142
114
$2.26M 0.05%
74,989
115
$2.23M 0.05%
6,420
+99
116
$2.19M 0.05%
18,477
-8,043
117
$2.17M 0.05%
85,929
+1,422
118
$2.15M 0.05%
93,857
119
$2.14M 0.05%
24,699
+1,122
120
$2.13M 0.05%
33,940
-1,265
121
$2.1M 0.05%
153,191
+31,632
122
$2.08M 0.05%
12,849
-1,735
123
$2.03M 0.05%
15,549
-4,896
124
$2.02M 0.05%
58,554
+11,363
125
$2.02M 0.05%
78,144
-4,982
3 4
5
6 7