WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $12.6B
1-Year Est. Return 16.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.52%
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 +$117M
2 +$25.2M
3 +$19.1M
4
VV icon
Vanguard Large-Cap ETF
VV
+$16.6M
5
JNJ icon
Johnson & Johnson
JNJ
+$14.8M

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
CABO icon
2651
Cable One
CABO
$584M
$1.61K ﹤0.01%
+9
CRGY icon
2652
Crescent Energy
CRGY
$3.88B
$1.61K ﹤0.01%
+180
IESC icon
2653
IES Holdings
IESC
$8.94B
$1.59K ﹤0.01%
+4
MHO icon
2654
M/I Homes
MHO
$3.43B
$1.59K ﹤0.01%
+11
WT icon
2655
WisdomTree
WT
$2.32B
$1.58K ﹤0.01%
+114
ARKX icon
2656
ARK Space & Defense Innovation ETF
ARKX
$720M
$1.57K ﹤0.01%
+55
NANC icon
2657
Unusual Whales Subversive Democratic Trading ETF
NANC
$256M
$1.57K ﹤0.01%
+35
TW icon
2658
Tradeweb Markets
TW
$26.5B
$1.55K ﹤0.01%
+14
XPEL icon
2659
XPEL
XPEL
$1.07B
$1.55K ﹤0.01%
+47
XRX icon
2660
Xerox
XRX
$219M
$1.55K ﹤0.01%
+618
USNA icon
2661
Usana Health Sciences
USNA
$326M
$1.54K ﹤0.01%
+56
JACK icon
2662
Jack in the Box
JACK
$260M
$1.53K ﹤0.01%
+77
FELV icon
2663
Fidelity Enhanced Large Cap Value ETF
FELV
$2.74B
$1.51K ﹤0.01%
+45
PRGS icon
2664
Progress Software
PRGS
$1.58B
$1.49K ﹤0.01%
+34
HSII
2665
DELISTED
Heidrick & Struggles
HSII
$1.49K ﹤0.01%
+30
HELP
2666
Cybin Inc
HELP
$286M
$1.49K ﹤0.01%
+253
GBX icon
2667
The Greenbrier Companies
GBX
$1.67B
$1.48K ﹤0.01%
+32
FLGT icon
2668
Fulgent Genetics
FLGT
$449M
$1.47K ﹤0.01%
+65
TOWN icon
2669
Towne Bank
TOWN
$3.09B
$1.45K ﹤0.01%
+42
SOXL icon
2670
Direxion Daily Semiconductor Bull 3X Shares
SOXL
$12B
$1.45K ﹤0.01%
+42
BFS
2671
Saul Centers
BFS
$834M
$1.43K ﹤0.01%
+45
TENB icon
2672
Tenable Holdings
TENB
$2.38B
$1.43K ﹤0.01%
+49
GIB icon
2673
CGI
GIB
$15.9B
$1.43K ﹤0.01%
+16
VG
2674
Venture Global Inc
VG
$27.9B
$1.42K ﹤0.01%
+100
JBSS icon
2675
John B. Sanfilippo & Son
JBSS
$895M
$1.41K ﹤0.01%
+22