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
MLKN icon
2701
MillerKnoll
MLKN
$1.3B
$1.22K ﹤0.01%
+69
AHCO icon
2702
AdaptHealth
AHCO
$1.32B
$1.22K ﹤0.01%
+136
SCVL icon
2703
Shoe Carnival
SCVL
$524M
$1.21K ﹤0.01%
+58
FRMM
2704
Forum Markets, Incorporated Common Stock
FRMM
$57.2M
$1.21K ﹤0.01%
+50
CPA icon
2705
Copa Holdings
CPA
$5.16B
$1.19K ﹤0.01%
+10
ADUS icon
2706
Addus HomeCare
ADUS
$1.89B
$1.18K ﹤0.01%
+10
PFFV icon
2707
Global X Variable Rate Preferred ETF
PFFV
$296M
$1.18K ﹤0.01%
+51
LNW
2708
DELISTED
Light & Wonder
LNW
$1.18K ﹤0.01%
+14
STOK icon
2709
Stoke Therapeutics
STOK
$2.19B
$1.18K ﹤0.01%
+50
FBP icon
2710
First Bancorp
FBP
$3.19B
$1.17K ﹤0.01%
+53
TXG icon
2711
10x Genomics
TXG
$2.61B
$1.17K ﹤0.01%
+100
YOLO icon
2712
AdvisorShares Pure Cannabis ETF
YOLO
$34.5M
$1.16K ﹤0.01%
+329
GTX icon
2713
Garrett Motion
GTX
$3.46B
$1.16K ﹤0.01%
+85
ARCO icon
2714
Arcos Dorados Holdings
ARCO
$1.69B
$1.16K ﹤0.01%
+171
ROAD icon
2715
Construction Partners
ROAD
$6.92B
$1.14K ﹤0.01%
+9
IDRV icon
2716
iShares Self-Driving EV and Tech ETF
IDRV
$152M
$1.13K ﹤0.01%
+31
NNI icon
2717
Nelnet
NNI
$4.71B
$1.13K ﹤0.01%
+9
ACT icon
2718
Enact Holdings
ACT
$5.82B
$1.11K ﹤0.01%
+29
MXI icon
2719
iShares Global Materials ETF
MXI
$359M
$1.11K ﹤0.01%
+12
CWEN.A icon
2720
Clearway Energy Class A
CWEN.A
$4.51B
$1.1K ﹤0.01%
+41
VIRT icon
2721
Virtu Financial
VIRT
$3.56B
$1.1K ﹤0.01%
+31
LZB icon
2722
La-Z-Boy
LZB
$1.37B
$1.1K ﹤0.01%
+32
NBHC icon
2723
National Bank Holdings
NBHC
$1.78B
$1.08K ﹤0.01%
+28
IOT icon
2724
Samsara
IOT
$19B
$1.08K ﹤0.01%
+29
ANGO icon
2725
AngioDynamics
ANGO
$453M
$1.04K ﹤0.01%
+93