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
CEVA icon
2526
CEVA Inc
CEVA
$574M
$2.56K ﹤0.01%
+97
HGV icon
2527
Hilton Grand Vacations
HGV
$3.83B
$2.55K ﹤0.01%
+61
REYN icon
2528
Reynolds Consumer Products
REYN
$5.06B
$2.55K ﹤0.01%
+104
PAYO icon
2529
Payoneer
PAYO
$2.1B
$2.55K ﹤0.01%
+421
SSTK icon
2530
Shutterstock
SSTK
$683M
$2.54K ﹤0.01%
+122
HAUZ icon
2531
Xtrackers International Real Estate ETF
HAUZ
$936M
$2.54K ﹤0.01%
+108
IMO icon
2532
Imperial Oil
IMO
$42.4B
$2.54K ﹤0.01%
+28
VSH icon
2533
Vishay Intertechnology
VSH
$2.02B
$2.54K ﹤0.01%
+166
LMAT icon
2534
LeMaitre Vascular
LMAT
$1.89B
$2.54K ﹤0.01%
+29
AESI icon
2535
Atlas Energy Solutions
AESI
$1.21B
$2.52K ﹤0.01%
+222
TR icon
2536
Tootsie Roll Industries
TR
$2.75B
$2.52K ﹤0.01%
+60
LIVN icon
2537
LivaNova
LIVN
$3.44B
$2.51K ﹤0.01%
+48
KEP icon
2538
Korea Electric Power
KEP
$21.8B
$2.49K ﹤0.01%
+191
GAIN icon
2539
Gladstone Investment Corp
GAIN
$554M
$2.48K ﹤0.01%
+180
DHT icon
2540
DHT Holdings
DHT
$2.01B
$2.47K ﹤0.01%
+207
BKE icon
2541
Buckle
BKE
$2.92B
$2.46K ﹤0.01%
+42
STEL icon
2542
Stellar Bancorp
STEL
$1.65B
$2.46K ﹤0.01%
+81
TPH icon
2543
Tri Pointe Homes
TPH
$2.83B
$2.45K ﹤0.01%
+72
HTH icon
2544
Hilltop Holdings
HTH
$2.14B
$2.44K ﹤0.01%
+73
NLOP
2545
Net Lease Office Properties
NLOP
$385M
$2.43K ﹤0.01%
+82
TECK icon
2546
Teck Resources
TECK
$21.1B
$2.41K ﹤0.01%
+55
WF icon
2547
Woori Financial
WF
$13.6B
$2.41K ﹤0.01%
+43
CLB icon
2548
Core Laboratories
CLB
$749M
$2.41K ﹤0.01%
+195
AAP icon
2549
Advance Auto Parts
AAP
$2.65B
$2.4K ﹤0.01%
+39
MIND icon
2550
MIND Technology
MIND
$71.8M
$2.38K ﹤0.01%
+294