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
$19.1B
AUM Growth
+$1.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,078
New
Increased
Reduced
Closed

Top Sells

1 +$119M
2 +$25.7M
3 +$19.1M
4
VV icon
Vanguard Large-Cap ETF
VV
+$17.2M
5
JNJ icon
Johnson & Johnson
JNJ
+$16M

Sector Composition

1 Technology 2.08%
2 Financials 1.73%
3 Consumer Discretionary 0.63%
4 Communication Services 0.62%
5 Healthcare 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EVTC icon
2476
Evertec
EVTC
$1.87B
$2.97K ﹤0.01%
+88
VYX icon
2477
NCR Voyix
VYX
$1.4B
$2.96K ﹤0.01%
+236
GTY
2478
Getty Realty Corp
GTY
$1.64B
$2.95K ﹤0.01%
+110
ARLO icon
2479
Arlo Technologies
ARLO
$1.43B
$2.95K ﹤0.01%
+174
MSSM
2480
Morgan Stanley Pathway Small-Mid Cap Equity ETF
MSSM
$665M
$2.95K ﹤0.01%
+58
SILA
2481
Sila Realty Trust
SILA
$1.3B
$2.94K ﹤0.01%
+117
ICHR icon
2482
Ichor Holdings
ICHR
$574M
$2.93K ﹤0.01%
+167
FREL icon
2483
Fidelity MSCI Real Estate Index ETF
FREL
$1.08B
$2.92K ﹤0.01%
+105
NTCT icon
2484
NETSCOUT
NTCT
$1.99B
$2.92K ﹤0.01%
+113
VKTX icon
2485
Viking Therapeutics
VKTX
$3.88B
$2.89K ﹤0.01%
+110
SBS icon
2486
Sabesp
SBS
$16.5B
$2.89K ﹤0.01%
+116
XERS icon
2487
Xeris Biopharma Holdings
XERS
$1.18B
$2.88K ﹤0.01%
+354
OTTR icon
2488
Otter Tail
OTTR
$3.55B
$2.87K ﹤0.01%
+35
FRPT icon
2489
Freshpet
FRPT
$3.12B
$2.87K ﹤0.01%
+52
LOB icon
2490
Live Oak Bancshares
LOB
$1.63B
$2.85K ﹤0.01%
+81
WLK icon
2491
Westlake Corp
WLK
$9.41B
$2.85K ﹤0.01%
+37
APA icon
2492
APA Corp
APA
$8.74B
$2.84K ﹤0.01%
+117
DRIV icon
2493
Global X Autonomous & Electric Vehicles ETF
DRIV
$329M
$2.83K ﹤0.01%
+100
WSC icon
2494
WillScot Mobile Mini Holdings
WSC
$3.53B
$2.81K ﹤0.01%
+133
INVX
2495
Innovex International
INVX
$1.5B
$2.8K ﹤0.01%
+151
UPWK icon
2496
Upwork
UPWK
$2.8B
$2.79K ﹤0.01%
+150
FDP icon
2497
Fresh Del Monte Produce
FDP
$1.82B
$2.78K ﹤0.01%
+80
WIT icon
2498
Wipro
WIT
$29.9B
$2.78K ﹤0.01%
+1,056
OIS icon
2499
Oil States International
OIS
$405M
$2.78K ﹤0.01%
+458
HTZ icon
2500
Hertz
HTZ
$1.57B
$2.77K ﹤0.01%
+408