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
176
$1.16M 0.03%
16,551
177
$1.14M 0.03%
4,247
-676
178
$1.13M 0.03%
+29,487
179
$1.11M 0.02%
16,714
+6,330
180
$1.11M 0.02%
21,164
-10,460
181
$1.1M 0.02%
104,695
-98,950
182
$1.08M 0.02%
39,570
-135,100
183
$1.06M 0.02%
20,981
184
$1.05M 0.02%
5,976
-843
185
$1.04M 0.02%
+10,849
186
$1.04M 0.02%
10,274
-2,485
187
$1.04M 0.02%
61,484
-21,376
188
$1.04M 0.02%
8,343
+46
189
$1.03M 0.02%
5,613
+449
190
$1.03M 0.02%
19,630
-6,559
191
$1.03M 0.02%
5,825
+3,682
192
$1.02M 0.02%
1,332
-766
193
$1.02M 0.02%
3,914
-2,795
194
$1.02M 0.02%
4,491
-341
195
$1.02M 0.02%
8,248
-2,958
196
$1M 0.02%
6,546
-5,830
197
$987K 0.02%
6,506
-2,605
198
$934K 0.02%
1,707
+230
199
$896K 0.02%
95,615
+2,000
200
$894K 0.02%
19,894
-6,662
6 7
8
9 10