WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $17.8B
1-Year Est. Return 13.58%
This Quarter Est. Return
1 Year Est. Return
+13.58%
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
1
$637M 14.32%
1,403,224
+181,757
2
$434M 9.76%
16,505,907
+1,101,909
3
$433M 9.73%
1,042,138
+22,117
4
$296M 6.66%
6,168,442
+438,684
5
$204M 4.58%
3,794,990
+177,745
6
$189M 4.26%
830,882
+36,262
7
$175M 3.93%
386,375
+31,824
8
$152M 3.42%
8,292,138
+1,314,286
9
$144M 3.24%
1,336,114
+74,090
10
$128M 2.87%
2,138,054
+185,712
11
$108M 2.43%
454,523
+70,677
12
$90.9M 2.04%
548,460
+46,451
13
$90.7M 2.04%
1,965,196
+217,754
14
$56.8M 1.28%
267,496
+35,638
15
$43.8M 0.99%
1,476,959
+6,614
16
$43.5M 0.98%
1,571,944
+159,623
17
$36.7M 0.82%
209,964
-58,421
18
$36.3M 0.82%
331,161
+204,267
19
$36.2M 0.81%
2,015,340
+42,492
20
$32M 0.72%
153,518
+35,341
21
$31.9M 0.72%
1,280,490
-209,944
22
$30.9M 0.7%
464,545
+156,216
23
$30.7M 0.69%
532,784
+72,521
24
$29.6M 0.67%
106,592
+3,161
25
$29.2M 0.66%
272,324
+9,595
1
2 3 4 5