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
GOLF icon
2676
Acushnet Holdings
GOLF
$4.98B
$1.41K ﹤0.01%
+18
LFVN icon
2677
LifeVantage
LFVN
$82.6M
$1.41K ﹤0.01%
+145
MIR icon
2678
Mirion Technologies
MIR
$6.03B
$1.4K ﹤0.01%
+60
RUSHA icon
2679
Rush Enterprises Class A
RUSHA
$4.34B
$1.39K ﹤0.01%
+26
MRTN icon
2680
Marten Transport
MRTN
$964M
$1.38K ﹤0.01%
+129
IFF icon
2681
International Flavors & Fragrances
IFF
$16.2B
$1.35K ﹤0.01%
+22
SHEN icon
2682
Shenandoah Telecom
SHEN
$643M
$1.35K ﹤0.01%
+101
APOG icon
2683
Apogee Enterprises
APOG
$860M
$1.35K ﹤0.01%
+31
FTRE icon
2684
Fortrea Holdings
FTRE
$1.45B
$1.35K ﹤0.01%
+160
GOP
2685
Unusual Whales Subversive Republican Trading ETF
GOP
$63.5M
$1.35K ﹤0.01%
+37
ZTR
2686
Virtus Total Return Fund
ZTR
$313M
$1.34K ﹤0.01%
+208
VRE
2687
Veris Residential
VRE
$1.38B
$1.34K ﹤0.01%
+88
OXM icon
2688
Oxford Industries
OXM
$518M
$1.34K ﹤0.01%
+33
INVH icon
2689
Invitation Homes
INVH
$16.2B
$1.33K ﹤0.01%
+45
ACHC icon
2690
Acadia Healthcare
ACHC
$1.29B
$1.31K ﹤0.01%
+53
DXLG icon
2691
Destination XL Group
DXLG
$62.3M
$1.31K ﹤0.01%
+1,000
CUBI icon
2692
Customers Bancorp
CUBI
$2.49B
$1.31K ﹤0.01%
+20
MAGS icon
2693
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$4.05B
$1.3K ﹤0.01%
+20
CPT icon
2694
Camden Property Trust
CPT
$11.1B
$1.28K ﹤0.01%
+12
ONDS icon
2695
Ondas Holdings
ONDS
$2.86B
$1.27K ﹤0.01%
+165
W icon
2696
Wayfair
W
$12.7B
$1.25K ﹤0.01%
+14
YCS icon
2697
ProShares UltraShort Yen
YCS
$37.2M
$1.25K ﹤0.01%
+28
GDYN icon
2698
Grid Dynamics Holdings
GDYN
$822M
$1.24K ﹤0.01%
+161
HHH icon
2699
Howard Hughes
HHH
$5.02B
$1.23K ﹤0.01%
+15
FUN icon
2700
Cedar Fair
FUN
$1.51B
$1.23K ﹤0.01%
+54