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
201
$883K 0.02%
18,863
-26,243
202
$879K 0.02%
23,470
-12,590
203
$875K 0.02%
8,832
-5,775
204
$874K 0.02%
7,824
-4,462
205
$867K 0.02%
13,469
-2,451
206
$863K 0.02%
2,559
-473
207
$861K 0.02%
3,150
-4,396
208
$854K 0.02%
6,236
+1,409
209
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3,874
-387
210
$835K 0.02%
4,525
-1,413
211
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3,935
-1,075
212
$824K 0.02%
600
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213
$801K 0.02%
5,650
-765
214
$799K 0.02%
4,950
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215
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9,226
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216
$773K 0.02%
14,161
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217
$763K 0.02%
12,110
-23,290
218
$754K 0.02%
7,689
-3,092
219
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10,674
-1,878
220
$744K 0.02%
19,869
-14,061
221
$726K 0.02%
2,591
-510
222
$721K 0.02%
68,487
+1,314
223
$721K 0.02%
3,480
-293
224
$715K 0.02%
2,237
-1,386
225
$710K 0.02%
2,793
-415
7 8
9
10 11