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
151
$1.43M 0.03%
80,160
-33,798
152
$1.43M 0.03%
9,040
-932
153
$1.41M 0.03%
32,328
+1,922
154
$1.4M 0.03%
13,864
-8,456
155
$1.4M 0.03%
25,111
-22,150
156
$1.39M 0.03%
46,774
-2,552
157
$1.39M 0.03%
+6,062
158
$1.39M 0.03%
19,135
+1,812
159
$1.36M 0.03%
70,845
+3,000
160
$1.36M 0.03%
+2,047
161
$1.33M 0.03%
23,499
-6,560
162
$1.32M 0.03%
14,005
-3,898
163
$1.31M 0.03%
45,247
+4,816
164
$1.31M 0.03%
9,988
+6,293
165
$1.31M 0.03%
17,904
-6,067
166
$1.3M 0.03%
11,227
-5,113
167
$1.29M 0.03%
6,094
-3,658
168
$1.26M 0.03%
12,416
-3,904
169
$1.23M 0.03%
10,980
-11,008
170
$1.23M 0.03%
139,939
-5,929
171
$1.22M 0.03%
96,560
-58,081
172
$1.22M 0.03%
5,474
-10
173
$1.21M 0.03%
12,128
+2,250
174
$1.2M 0.03%
13,154
-6,940
175
$1.19M 0.03%
2,300
-148
5 6
7
8 9