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
MLKN icon
2701
MillerKnoll
MLKN
$1.14B
$1.22K ﹤0.01%
+69
AHCO icon
2702
AdaptHealth
AHCO
$1.39B
$1.22K ﹤0.01%
+136
SCVL icon
2703
Shoe Carnival
SCVL
$520M
$1.21K ﹤0.01%
+58
ETHZ
2704
ETHZilla Corp
ETHZ
$149M
$1.21K ﹤0.01%
+50
CPA icon
2705
Copa Holdings
CPA
$4.9B
$1.19K ﹤0.01%
+10
ADUS icon
2706
Addus HomeCare
ADUS
$2.13B
$1.18K ﹤0.01%
+10
PFFV icon
2707
Global X Variable Rate Preferred ETF
PFFV
$300M
$1.18K ﹤0.01%
+51
LNW
2708
DELISTED
Light & Wonder
LNW
$1.18K ﹤0.01%
+14
STOK icon
2709
Stoke Therapeutics
STOK
$1.88B
$1.18K ﹤0.01%
+50
FBP icon
2710
First Bancorp
FBP
$3.37B
$1.17K ﹤0.01%
+53
TXG icon
2711
10x Genomics
TXG
$1.99B
$1.17K ﹤0.01%
+100
YOLO icon
2712
AdvisorShares Pure Cannabis ETF
YOLO
$44.9M
$1.16K ﹤0.01%
+329
GTX icon
2713
Garrett Motion
GTX
$3.28B
$1.16K ﹤0.01%
+85
ARCO icon
2714
Arcos Dorados Holdings
ARCO
$1.56B
$1.16K ﹤0.01%
+171
ROAD icon
2715
Construction Partners
ROAD
$6.22B
$1.14K ﹤0.01%
+9
IDRV icon
2716
iShares Self-Driving EV and Tech ETF
IDRV
$169M
$1.13K ﹤0.01%
+31
NNI icon
2717
Nelnet
NNI
$4.81B
$1.13K ﹤0.01%
+9
ACT icon
2718
Enact Holdings
ACT
$5.81B
$1.11K ﹤0.01%
+29
MXI icon
2719
iShares Global Materials ETF
MXI
$235M
$1.11K ﹤0.01%
+12
CWEN.A icon
2720
Clearway Energy Class A
CWEN.A
$3.67B
$1.1K ﹤0.01%
+41
VIRT icon
2721
Virtu Financial
VIRT
$2.83B
$1.1K ﹤0.01%
+31
LZB icon
2722
La-Z-Boy
LZB
$1.63B
$1.1K ﹤0.01%
+32
NBHC icon
2723
National Bank Holdings
NBHC
$1.52B
$1.08K ﹤0.01%
+28
IOT icon
2724
Samsara
IOT
$22.9B
$1.08K ﹤0.01%
+29
ANGO icon
2725
AngioDynamics
ANGO
$550M
$1.04K ﹤0.01%
+93