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
TNC icon
2576
Tennant Co
TNC
$1.39B
$2.19K ﹤0.01%
+27
CSAN icon
2577
Cosan
CSAN
$4.29B
$2.18K ﹤0.01%
+474
PPC icon
2578
Pilgrim's Pride
PPC
$9.33B
$2.18K ﹤0.01%
+54
AEG icon
2579
Aegon
AEG
$11.9B
$2.17K ﹤0.01%
+272
PECO icon
2580
Phillips Edison & Co
PECO
$4.43B
$2.16K ﹤0.01%
+63
PBI icon
2581
Pitney Bowes
PBI
$1.68B
$2.15K ﹤0.01%
+188
ROCK icon
2582
Gibraltar Industries
ROCK
$1.5B
$2.13K ﹤0.01%
+34
LXP icon
2583
LXP Industrial Trust
LXP
$2.95B
$2.12K ﹤0.01%
+47
KRBN icon
2584
KraneShares Global Carbon Strategy ETF
KRBN
$181M
$2.12K ﹤0.01%
+65
BOKF icon
2585
BOK Financial
BOKF
$7.49B
$2.12K ﹤0.01%
+19
MREO
2586
Mereo BioPharma
MREO
$334M
$2.11K ﹤0.01%
+1,026
GRAB icon
2587
Grab
GRAB
$20.1B
$2.11K ﹤0.01%
+350
PFSI icon
2588
PennyMac Financial
PFSI
$6.71B
$2.11K ﹤0.01%
+17
AGYS icon
2589
Agilysys
AGYS
$3.4B
$2.1K ﹤0.01%
+20
SUPN icon
2590
Supernus Pharmaceuticals
SUPN
$2.76B
$2.1K ﹤0.01%
+44
MDRR
2591
Medalist Diversified REIT
MDRR
$14.7M
$2.1K ﹤0.01%
+155
ALG icon
2592
Alamo Group
ALG
$2.16B
$2.1K ﹤0.01%
+11
CAE icon
2593
CAE Inc
CAE
$9.37B
$2.08K ﹤0.01%
+70
INN
2594
Summit Hotel Properties
INN
$561M
$2.07K ﹤0.01%
+377
CLFD icon
2595
Clearfield
CLFD
$409M
$2.06K ﹤0.01%
+60
HSTM icon
2596
HealthStream
HSTM
$715M
$2.06K ﹤0.01%
+73
WSR
2597
Whitestone REIT
WSR
$695M
$2.05K ﹤0.01%
+167
BLND icon
2598
Blend Labs
BLND
$790M
$2.04K ﹤0.01%
+560
KSS icon
2599
Kohl's
KSS
$2.56B
$2.03K ﹤0.01%
+132
AVPT icon
2600
AvePoint
AVPT
$2.95B
$2.03K ﹤0.01%
+135