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
VTS icon
2801
Vitesse Energy
VTS
$840M
$582 ﹤0.01%
+25
FDS icon
2802
Factset
FDS
$10.9B
$573 ﹤0.01%
+2
PRKS icon
2803
United Parks & Resorts
PRKS
$2B
$569 ﹤0.01%
+11
LBRT icon
2804
Liberty Energy
LBRT
$3.12B
$568 ﹤0.01%
+46
FRME icon
2805
First Merchants
FRME
$2.24B
$566 ﹤0.01%
+15
AMZZ icon
2806
GraniteShares 2x Long AMZN Daily ETF
AMZZ
$53.4M
$566 ﹤0.01%
+19
BTSG icon
2807
BrightSpring Health Services
BTSG
$6.59B
$562 ﹤0.01%
+19
RVMD icon
2808
Revolution Medicines
RVMD
$15.3B
$560 ﹤0.01%
+12
MTLS
2809
Materialise
MTLS
$336M
$557 ﹤0.01%
+100
SACH
2810
Sachem Capital Corp
SACH
$54.8M
$555 ﹤0.01%
+500
FNGR icon
2811
FingerMotion
FNGR
$96.1M
$553 ﹤0.01%
+350
IBRX icon
2812
ImmunityBio
IBRX
$2.32B
$552 ﹤0.01%
+224
SPTI icon
2813
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.57B
$549 ﹤0.01%
+19
FCF icon
2814
First Commonwealth Financial
FCF
$1.78B
$546 ﹤0.01%
+32
HEAL
2815
Global X Funds Global X HealthTech ETF
HEAL
$48.9M
$544 ﹤0.01%
+17
GPOR icon
2816
Gulfport Energy Corp
GPOR
$4.02B
$543 ﹤0.01%
+3
ATMU icon
2817
Atmus Filtration Technologies
ATMU
$4.3B
$541 ﹤0.01%
+12
TGLS icon
2818
Tecnoglass
TGLS
$2.48B
$535 ﹤0.01%
+8
IDNA icon
2819
iShares Genomics Immunology and Healthcare ETF
IDNA
$129M
$534 ﹤0.01%
+23
CCC
2820
CCC Intelligent Solutions
CCC
$4.92B
$529 ﹤0.01%
+58
USLM icon
2821
United States Lime & Minerals
USLM
$3.75B
$526 ﹤0.01%
+4
CECO icon
2822
Ceco Environmental
CECO
$2.17B
$512 ﹤0.01%
+10
BE icon
2823
Bloom Energy
BE
$22.5B
$508 ﹤0.01%
+6
SPR
2824
DELISTED
Spirit AeroSystems
SPR
$502 ﹤0.01%
+13
GOOD
2825
Gladstone Commercial Corp
GOOD
$525M
$501 ﹤0.01%
+41