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
VCTR icon
2726
Victory Capital Holdings
VCTR
$4.17B
$1.04K ﹤0.01%
+16
ARR
2727
Armour Residential REIT
ARR
$1.91B
$1.03K ﹤0.01%
+69
GCT icon
2728
GigaCloud Technology
GCT
$1.43B
$1.02K ﹤0.01%
+36
IRDM icon
2729
Iridium Communications
IRDM
$1.84B
$1.01K ﹤0.01%
+58
UNIT
2730
Uniti Group
UNIT
$1.79B
$1K ﹤0.01%
+164
VUSB icon
2731
Vanguard Ultra-Short Bond ETF
VUSB
$6.42B
$1K ﹤0.01%
+20
UFPT icon
2732
UFP Technologies
UFPT
$1.68B
$998 ﹤0.01%
+5
SPCE icon
2733
Virgin Galactic
SPCE
$191M
$996 ﹤0.01%
+258
PDO
2734
PIMCO Dynamic Income Opportunities Fund
PDO
$1.82B
$989 ﹤0.01%
+70
HIVE
2735
HIVE Digital Technologies
HIVE
$662M
$984 ﹤0.01%
+244
PINC
2736
DELISTED
Premier
PINC
$973 ﹤0.01%
+35
AVNS icon
2737
Avanos Medical
AVNS
$551M
$972 ﹤0.01%
+84
ZVRA icon
2738
Zevra Therapeutics
ZVRA
$460M
$961 ﹤0.01%
+101
NE icon
2739
Noble Corp
NE
$4.72B
$933 ﹤0.01%
+33
LKQ icon
2740
LKQ Corp
LKQ
$7.81B
$916 ﹤0.01%
+30
SKY icon
2741
Champion Homes
SKY
$4.88B
$916 ﹤0.01%
+12
DBA icon
2742
Invesco DB Agriculture Fund
DBA
$749M
$910 ﹤0.01%
+34
ETHU
2743
2x Ether ETF
ETHU
$1.5B
$910 ﹤0.01%
+7
GOGO icon
2744
Gogo Inc
GOGO
$657M
$902 ﹤0.01%
+105
SITE icon
2745
SiteOne Landscape Supply
SITE
$5.7B
$902 ﹤0.01%
+7
RDW icon
2746
Redwire
RDW
$1.14B
$899 ﹤0.01%
+100
NEO icon
2747
NeoGenomics
NEO
$1.54B
$888 ﹤0.01%
+115
KGS icon
2748
Kodiak Gas Services
KGS
$3.2B
$887 ﹤0.01%
+24
SNRE
2749
DELISTED
Sunrise Communications AG American Depositary Shares representing Class A shares
SNRE
$882 ﹤0.01%
+15
MNRO icon
2750
Monro
MNRO
$617M
$881 ﹤0.01%
+49