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
VNOM icon
2626
Viper Energy
VNOM
$6.48B
$1.76K ﹤0.01%
+46
SMP icon
2627
Standard Motor Products
SMP
$843M
$1.75K ﹤0.01%
+43
AFRM icon
2628
Affirm
AFRM
$22.8B
$1.75K ﹤0.01%
+24
EBS icon
2629
Emergent Biosolutions
EBS
$645M
$1.74K ﹤0.01%
+197
CDE icon
2630
Coeur Mining
CDE
$10.5B
$1.73K ﹤0.01%
+92
DRS icon
2631
Leonardo DRS
DRS
$8.81B
$1.73K ﹤0.01%
+38
FIBK icon
2632
First Interstate BancSystem
FIBK
$3.67B
$1.72K ﹤0.01%
+54
RCUS icon
2633
Arcus Biosciences
RCUS
$2.71B
$1.71K ﹤0.01%
+126
UDOW icon
2634
ProShares UltraPro Dow 30
UDOW
$724M
$1.71K ﹤0.01%
+32
MD icon
2635
Pediatrix Medical
MD
$1.93B
$1.71K ﹤0.01%
+102
TRIP icon
2636
TripAdvisor
TRIP
$1.75B
$1.71K ﹤0.01%
+105
THRO
2637
iShares U.S. Thematic Rotation Active ETF
THRO
$6.9B
$1.7K ﹤0.01%
+45
TEM
2638
Tempus AI
TEM
$12.1B
$1.7K ﹤0.01%
+21
HTFL
2639
Heartflow Inc
HTFL
$2.2B
$1.68K ﹤0.01%
+50
GFF icon
2640
Griffon
GFF
$3.55B
$1.68K ﹤0.01%
+22
CBRL icon
2641
Cracker Barrel
CBRL
$587M
$1.67K ﹤0.01%
+38
SAFE
2642
Safehold
SAFE
$976M
$1.67K ﹤0.01%
+108
CURB
2643
Curbline Properties
CURB
$2.45B
$1.67K ﹤0.01%
+75
LAUR icon
2644
Laureate Education
LAUR
$4.93B
$1.67K ﹤0.01%
+53
ASIX icon
2645
AdvanSix
ASIX
$436M
$1.67K ﹤0.01%
+86
CRNX icon
2646
Crinetics Pharmaceuticals
CRNX
$4.72B
$1.67K ﹤0.01%
+40
NXE icon
2647
NexGen Energy
NXE
$5.55B
$1.66K ﹤0.01%
+185
CTS icon
2648
CTS Corp
CTS
$1.28B
$1.64K ﹤0.01%
+41
STRA icon
2649
Strategic Education
STRA
$1.89B
$1.63K ﹤0.01%
+19
MBLY icon
2650
Mobileye
MBLY
$8.49B
$1.62K ﹤0.01%
+115