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
$4.09M0.02%103,896
-1,281
-1%
-$50.4K
$4.05M0.02%57,630
+38,737
+205%
+$2.72M
$4.04M0.02%48,514
+25,381
+110%
+$2.11M
$4.02M0.02%8,073
+66
+0.8%
+$32.8K
$3.96M0.02%12,824
+7,131
+125%
+$2.2M
$3.93M0.02%63,656
+814
+1%
+$50.2K
$3.88M0.02%166,234
+1,180
+0.7%
+$27.6K
$3.78M0.02%29,441
+47
+0.2%
+$6.04K
$3.75M0.02%16,080
+8,096
+101%
+$1.89M
$3.69M0.02%97,538
-863
-0.9%
-$32.7K
$3.61M0.02%59,144
+30,465
+106%
+$1.86M
$3.6M0.02%25,749
+1,005
+4%
+$140K
$3.59M0.02%3,036
+1,518
+100%
+$1.79M
$3.53M0.02%10,110
+5,229
+107%
+$1.83M
$3.5M0.02%58,333
-4,259
-7%
-$256K
$3.48M0.02%12,856
+6,428
+100%
+$1.74M
$3.38M0.02%7,562
+4,601
+155%
+$2.06M
$3.38M0.02%45,933
+42,356
+1,184%
+$3.11M
$3.34M0.02%15,768
+8,294
+111%
+$1.76M
$3.33M0.02%59,238
+35,677
+151%
+$2.01M
$3.33M0.02%27,322
+12,329
+82%
+$1.5M
$3.33M0.02%56,436
+29,272
+108%
+$1.73M
$3.29M0.02%77,916
+34,916
+81%
+$1.47M
$3.23M0.02%40,695
+11,663
+40%
+$926K
$3.23M0.02%13,548
+111
+0.8%
+$26.4K
1 67891034