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
FCEL icon
2826
FuelCell Energy
FCEL
$418M
$492 ﹤0.01%
+63
MQ icon
2827
Marqeta
MQ
$2.17B
$491 ﹤0.01%
+93
LEVI icon
2828
Levi Strauss
LEVI
$8.4B
$489 ﹤0.01%
+21
TFSL icon
2829
TFS Financial
TFSL
$3.85B
$487 ﹤0.01%
+37
SLVM icon
2830
Sylvamo
SLVM
$1.98B
$486 ﹤0.01%
+11
DRVN icon
2831
Driven Brands
DRVN
$2.53B
$483 ﹤0.01%
+30
EVER icon
2832
EverQuote
EVER
$997M
$481 ﹤0.01%
+21
UTL icon
2833
Unitil
UTL
$878M
$479 ﹤0.01%
+10
SEM icon
2834
Select Medical
SEM
$1.91B
$475 ﹤0.01%
+37
MGRC icon
2835
McGrath RentCorp
MGRC
$2.63B
$469 ﹤0.01%
+4
IEO icon
2836
iShares US Oil & Gas Exploration & Production ETF
IEO
$444M
$467 ﹤0.01%
+5
CRSR icon
2837
Corsair Gaming
CRSR
$661M
$464 ﹤0.01%
+52
VERU icon
2838
Veru
VERU
$38.8M
$464 ﹤0.01%
+122
BRCC icon
2839
BRC Inc
BRCC
$141M
$459 ﹤0.01%
+294
WTV icon
2840
WisdomTree US Value Fund
WTV
$2.11B
$459 ﹤0.01%
+5
BEPC icon
2841
Brookfield Renewable
BEPC
$6.96B
$447 ﹤0.01%
+13
STRZ
2842
Starz Entertainment Corp
STRZ
$203M
$442 ﹤0.01%
+30
CAN
2843
Canaan Creative
CAN
$570M
$441 ﹤0.01%
+500
TRUP icon
2844
Trupanion
TRUP
$1.57B
$433 ﹤0.01%
+10
PXH icon
2845
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.72B
$433 ﹤0.01%
+17
SPMB icon
2846
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.53B
$426 ﹤0.01%
+19
CXM icon
2847
Sprinklr
CXM
$1.98B
$425 ﹤0.01%
+55
SNCY icon
2848
Sun Country Airlines
SNCY
$782M
$425 ﹤0.01%
+36
IMMR icon
2849
Immersion
IMMR
$227M
$412 ﹤0.01%
+56
FG icon
2850
F&G Annuities & Life
FG
$4.64B
$407 ﹤0.01%
+13