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
VCTR icon
2726
Victory Capital Holdings
VCTR
$4.27B
$1.04K ﹤0.01%
+16
ARR
2727
Armour Residential REIT
ARR
$2.13B
$1.03K ﹤0.01%
+69
GCT icon
2728
GigaCloud Technology
GCT
$1.56B
$1.02K ﹤0.01%
+36
IRDM icon
2729
Iridium Communications
IRDM
$2.61B
$1.01K ﹤0.01%
+58
VUSB icon
2730
Vanguard Ultra-Short Bond ETF
VUSB
$7.99B
$1K ﹤0.01%
+20
UNIT
2731
Uniti Group
UNIT
$2.04B
$1K ﹤0.01%
+164
UFPT icon
2732
UFP Technologies
UFPT
$1.66B
$998 ﹤0.01%
+5
SPCE icon
2733
Virgin Galactic
SPCE
$183M
$996 ﹤0.01%
+258
PDO
2734
PIMCO Dynamic Income Opportunities Fund
PDO
$1.84B
$989 ﹤0.01%
+70
HIVE
2735
HIVE Digital Technologies
HIVE
$524M
$984 ﹤0.01%
+244
PINC
2736
DELISTED
Premier
PINC
$973 ﹤0.01%
+35
AVNS icon
2737
Avanos Medical
AVNS
$610M
$972 ﹤0.01%
+84
ZVRA icon
2738
Zevra Therapeutics
ZVRA
$623M
$961 ﹤0.01%
+101
NE icon
2739
Noble Corp
NE
$7.25B
$933 ﹤0.01%
+33
LKQ icon
2740
LKQ Corp
LKQ
$7.82B
$916 ﹤0.01%
+30
SKY icon
2741
Champion Homes
SKY
$4.37B
$916 ﹤0.01%
+12
DBA icon
2742
Invesco DB Agriculture Fund
DBA
$766M
$910 ﹤0.01%
+34
ETHU
2743
2x Ether ETF
ETHU
$852M
$910 ﹤0.01%
+7
GOGO icon
2744
Gogo Inc
GOGO
$624M
$902 ﹤0.01%
+105
SITE icon
2745
SiteOne Landscape Supply
SITE
$6B
$902 ﹤0.01%
+7
RDW icon
2746
Redwire
RDW
$1.77B
$899 ﹤0.01%
+100
NEO icon
2747
NeoGenomics
NEO
$1.11B
$888 ﹤0.01%
+115
KGS icon
2748
Kodiak Gas Services
KGS
$4.85B
$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
$530M
$881 ﹤0.01%
+49