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
NG icon
2751
NovaGold Resources
NG
$5.39B
$880 ﹤0.01%
+100
TECL icon
2752
Direxion Daily Technology Bull 3x Shares
TECL
$3.47B
$877 ﹤0.01%
+7
PTCT icon
2753
PTC Therapeutics
PTCT
$5.68B
$859 ﹤0.01%
+14
BLCN icon
2754
Siren ETF Trust Siren NexGen Economy ETF
BLCN
$32.3M
$858 ﹤0.01%
+31
HLF icon
2755
Herbalife
HLF
$1.69B
$844 ﹤0.01%
+100
FTAI icon
2756
FTAI Aviation
FTAI
$27.8B
$835 ﹤0.01%
+5
COTY icon
2757
Coty
COTY
$2.05B
$832 ﹤0.01%
+206
TDAY
2758
USA Today Co
TDAY
$962M
$826 ﹤0.01%
+200
ASX icon
2759
ASE Group
ASX
$47.5B
$821 ﹤0.01%
+74
SEDG icon
2760
SolarEdge
SEDG
$2.3B
$814 ﹤0.01%
+22
UPST icon
2761
Upstart Holdings
UPST
$2.67B
$813 ﹤0.01%
+16
MMI icon
2762
Marcus & Millichap
MMI
$1.01B
$792 ﹤0.01%
+27
FOLD icon
2763
Amicus Therapeutics
FOLD
$4.51B
$788 ﹤0.01%
+100
SBET icon
2764
Sharplink Inc
SBET
$1.45B
$783 ﹤0.01%
+46
EBC icon
2765
Eastern Bankshares
EBC
$4.23B
$780 ﹤0.01%
+43
YELP icon
2766
Yelp
YELP
$1.44B
$780 ﹤0.01%
+25
EFC
2767
Ellington Financial
EFC
$1.51B
$769 ﹤0.01%
+59
VCYT icon
2768
Veracyte
VCYT
$2.6B
$756 ﹤0.01%
+22
NIXX
2769
Nixxy Inc
NIXX
$13.5M
$748 ﹤0.01%
+530
LILA icon
2770
Liberty Latin America Class A
LILA
$1.53B
$747 ﹤0.01%
+90
STC icon
2771
Stewart Information Services
STC
$1.99B
$733 ﹤0.01%
+10
NMRK icon
2772
Newmark Group
NMRK
$2.56B
$727 ﹤0.01%
+39
MGPI icon
2773
MGP Ingredients
MGPI
$389M
$726 ﹤0.01%
+30
NVTS icon
2774
Navitas Semiconductor
NVTS
$2B
$722 ﹤0.01%
+100
PCRX icon
2775
Pacira BioSciences
PCRX
$909M
$722 ﹤0.01%
+28