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
$3.21M0.02%111,999
-7,855
-7%
-$225K
$3.16M0.02%61,095
+491
+0.8%
+$25.4K
$3.15M0.02%7,495
+13
+0.2%
+$5.46K
$3.14M0.02%136,841
+24,287
+22%
+$557K
$3.11M0.02%37,640
+25,922
+221%
+$2.14M
$3.1M0.02%50,113 ––
$3.05M0.02%49,770
+8,604
+21%
+$528K
$3.03M0.02%107,251
-2,929
-3%
-$82.8K
$3.03M0.02%52,270
-4,845
-8%
-$280K
$3.02M0.02%11,240
-35
-0.3%
-$9.42K
$3M0.02%119,061
+256
+0.2%
+$6.46K
$3M0.02%21,879
-922
-4%
-$126K
$2.99M0.02%96,729
+7
+0%
+$217
$2.97M0.02%25,493
-4,815
-16%
-$562K
$2.95M0.02%59,256
+1,505
+3%
+$75K
$2.94M0.02%21,027
-754
-3%
-$105K
$2.91M0.02%48,745
+1,151
+2%
+$68.8K
$2.91M0.02%29,025
+897
+3%
+$89.9K
$2.88M0.02%30,870
-19,535
-39%
-$1.83M
$2.88M0.02%84,382
+49,046
+139%
+$1.67M
$2.87M0.02%11,565
-284
-2%
-$70.4K
$2.86M0.02%5,271
-648
-11%
-$351K
$2.84M0.02%9,299
-523
-5%
-$160K
$2.84M0.02%43,594
-6,822
-14%
-$445K
$2.83M0.02%70,951
+334
+0.5%
+$13.3K
1 789101134