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
DCOM icon
2501
Dime Community Bancshares
DCOM
$1.4B
$2.77K ﹤0.01%
+93
TSLX icon
2502
Sixth Street Specialty
TSLX
$2.06B
$2.77K ﹤0.01%
+121
GEF icon
2503
Greif
GEF
$4.05B
$2.75K ﹤0.01%
+46
FXH icon
2504
First Trust Health Care AlphaDEX Fund
FXH
$932M
$2.74K ﹤0.01%
+25
EMQQ icon
2505
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$356M
$2.74K ﹤0.01%
+59
CGBD icon
2506
Carlyle Secured Lending
CGBD
$933M
$2.74K ﹤0.01%
+219
HAYW icon
2507
Hayward Holdings
HAYW
$3.42B
$2.74K ﹤0.01%
+181
EXPO icon
2508
Exponent
EXPO
$3.68B
$2.71K ﹤0.01%
+39
SCHR icon
2509
Schwab Intermediately-Term US Treasury ETF
SCHR
$12.1B
$2.69K ﹤0.01%
+107
DAY icon
2510
Dayforce
DAY
$11.1B
$2.69K ﹤0.01%
+39
MODG icon
2511
Topgolf Callaway Brands
MODG
$2.15B
$2.68K ﹤0.01%
+282
BANF icon
2512
BancFirst
BANF
$3.72B
$2.65K ﹤0.01%
+21
PRGO icon
2513
Perrigo
PRGO
$1.84B
$2.65K ﹤0.01%
+119
LPG icon
2514
Dorian LPG
LPG
$1.08B
$2.65K ﹤0.01%
+89
AHH
2515
Armada Hoffler Properties
AHH
$559M
$2.65K ﹤0.01%
+378
KRYS icon
2516
Krystal Biotech
KRYS
$6.84B
$2.65K ﹤0.01%
+15
ACAD icon
2517
Acadia Pharmaceuticals
ACAD
$4.56B
$2.65K ﹤0.01%
+124
SOUN icon
2518
SoundHound AI
SOUN
$4.62B
$2.64K ﹤0.01%
+164
COOK icon
2519
Traeger
COOK
$140M
$2.63K ﹤0.01%
+2,153
VTYX icon
2520
Ventyx Biosciences
VTYX
$549M
$2.63K ﹤0.01%
+844
SONO icon
2521
Sonos
SONO
$2.19B
$2.62K ﹤0.01%
+166
CLOV icon
2522
Clover Health Investments
CLOV
$1.34B
$2.6K ﹤0.01%
+850
DV icon
2523
DoubleVerify
DV
$1.81B
$2.59K ﹤0.01%
+216
HMC icon
2524
Honda
HMC
$39.4B
$2.59K ﹤0.01%
+84
SGML icon
2525
Sigma Lithium
SGML
$1.19B
$2.56K ﹤0.01%
+400