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
126
$2.01M 0.05%
30,866
+169
127
$1.99M 0.04%
40,642
-9,998
128
$1.98M 0.04%
15,232
-3,263
129
$1.93M 0.04%
12,751
-1,493
130
$1.91M 0.04%
4,265
-398
131
$1.86M 0.04%
23,917
+3,959
132
$1.84M 0.04%
21,700
-6,747
133
$1.82M 0.04%
12,133
+1,189
134
$1.81M 0.04%
5,063
-5,052
135
$1.79M 0.04%
53,830
+16,105
136
$1.76M 0.04%
48,023
137
$1.74M 0.04%
6,087
-743
138
$1.73M 0.04%
30,361
+8,195
139
$1.72M 0.04%
7,731
-11,784
140
$1.7M 0.04%
12,597
-6,782
141
$1.67M 0.04%
7,871
-2,711
142
$1.64M 0.04%
42,735
+31
143
$1.62M 0.04%
30,374
-142
144
$1.57M 0.04%
3,766
-811
145
$1.56M 0.04%
14,945
+11,665
146
$1.55M 0.03%
9,861
-416
147
$1.46M 0.03%
7,643
+1,356
148
$1.46M 0.03%
29,522
-19,749
149
$1.46M 0.03%
5,610
-1,048
150
$1.43M 0.03%
620,000
+309,897
4 5
6
7 8