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
$8.52M0.05%69,894
-1,455
-2%
-$177K
$8.45M0.05%339,142
+32,712
+11%
+$816K
$8.38M0.05%163,767
-1,316
-0.8%
-$67.4K
$8.37M0.05%15,269
-202
-1%
-$111K
$8.3M0.05%360,894
-29,281
-8%
-$673K
$7.8M0.05%57,480
+1,845
+3%
+$250K
$7.69M0.05%69,836
+215
+0.3%
+$23.7K
$7.64M0.05%453,399
-17,655
-4%
-$297K
$7.61M0.05%168,824
-2,907
-2%
-$131K
$7.6M0.05%65,321 ––
$7.47M0.04%72,984
+36,517
+100%
+$3.74M
$7.39M0.04%14,107
+130
+0.9%
+$68.1K
$7.38M0.04%46,508
+833
+2%
+$132K
$7.23M0.04%43,162
+1,654
+4%
+$277K
$7M0.04%142,589
+9,877
+7%
+$485K
$6.94M0.04%88,702
+43,394
+96%
+$3.4M
$6.83M0.04%64,640
+29,791
+85%
+$3.15M
$6.71M0.04%28,392
+14,309
+102%
+$3.38M
$6.61M0.04%19,756
+10,011
+103%
+$3.35M
$6.52M0.04%244,308
-67,803
-22%
-$1.81M
$6.3M0.04%6,761
-2,519
-27%
-$2.35M
$6.12M0.04%184,804
-1,022
-0.6%
-$33.9K
$6.07M0.04%61,548
+35,542
+137%
+$3.51M
$6.04M0.04%133,140
-1,049
-0.8%
-$47.6K
$6.02M0.04%141,858
-6,775
-5%
-$288K
1 4567834