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
PZZA icon
2601
Papa John's
PZZA
$1.35B
$2.02K ﹤0.01%
+42
BKSY icon
2602
BlackSky Technology
BKSY
$630M
$2.02K ﹤0.01%
+100
UVV icon
2603
Universal Corp
UVV
$1.37B
$2.01K ﹤0.01%
+36
DOMO icon
2604
Domo
DOMO
$373M
$1.98K ﹤0.01%
+125
PLAY icon
2605
Dave & Buster's
PLAY
$653M
$1.96K ﹤0.01%
+108
AMC icon
2606
AMC Entertainment Holdings
AMC
$1.01B
$1.94K ﹤0.01%
+669
PTLO icon
2607
Portillo's
PTLO
$332M
$1.94K ﹤0.01%
+300
U icon
2608
Unity
U
$19B
$1.92K ﹤0.01%
+48
NSP icon
2609
Insperity
NSP
$1.46B
$1.92K ﹤0.01%
+39
WYFI
2610
WhiteFiber Inc
WYFI
$592M
$1.9K ﹤0.01%
+70
XAIR icon
2611
Beyond Air
XAIR
$7.61M
$1.9K ﹤0.01%
+822
CEFS icon
2612
Saba Closed-End Funds ETF
CEFS
$354M
$1.89K ﹤0.01%
+83
BGS icon
2613
B&G Foods
BGS
$382M
$1.88K ﹤0.01%
+425
AMPH icon
2614
Amphastar Pharmaceuticals
AMPH
$1.17B
$1.87K ﹤0.01%
+70
SN icon
2615
SharkNinja
SN
$16.1B
$1.86K ﹤0.01%
+18
ABR icon
2616
Arbor Realty Trust
ABR
$1.66B
$1.86K ﹤0.01%
+152
ARCT icon
2617
Arcturus Therapeutics
ARCT
$199M
$1.84K ﹤0.01%
+100
NSA icon
2618
National Storage Affiliates Trust
NSA
$2.24B
$1.84K ﹤0.01%
+61
FVRR icon
2619
Fiverr
FVRR
$757M
$1.83K ﹤0.01%
+75
LNN icon
2620
Lindsay Corp
LNN
$1.29B
$1.83K ﹤0.01%
+13
EPAM icon
2621
EPAM Systems
EPAM
$11.3B
$1.81K ﹤0.01%
+12
AMR icon
2622
Alpha Metallurgical Resources
AMR
$2.44B
$1.8K ﹤0.01%
+11
CENTA icon
2623
Central Garden & Pet Co Class A
CENTA
$1.9B
$1.77K ﹤0.01%
+60
LCII icon
2624
LCI Industries
LCII
$2.96B
$1.77K ﹤0.01%
+19
SMPL icon
2625
Simply Good Foods
SMPL
$1.93B
$1.76K ﹤0.01%
+71