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
FCEL icon
2826
FuelCell Energy
FCEL
$592M
$492 ﹤0.01%
+63
MQ icon
2827
Marqeta
MQ
$1.84B
$491 ﹤0.01%
+93
LEVI icon
2828
Levi Strauss
LEVI
$8.58B
$489 ﹤0.01%
+21
TFSL icon
2829
TFS Financial
TFSL
$4.12B
$487 ﹤0.01%
+37
SLVM icon
2830
Sylvamo
SLVM
$1.64B
$486 ﹤0.01%
+11
DRVN icon
2831
Driven Brands
DRVN
$2.08B
$483 ﹤0.01%
+30
EVER icon
2832
EverQuote
EVER
$572M
$481 ﹤0.01%
+21
UTL icon
2833
Unitil
UTL
$949M
$479 ﹤0.01%
+10
SEM icon
2834
Select Medical
SEM
$2.04B
$475 ﹤0.01%
+37
MGRC icon
2835
McGrath RentCorp
MGRC
$2.85B
$469 ﹤0.01%
+4
IEO icon
2836
iShares US Oil & Gas Exploration & Production ETF
IEO
$586M
$467 ﹤0.01%
+5
VERU icon
2837
Veru
VERU
$37.2M
$464 ﹤0.01%
+122
CRSR icon
2838
Corsair Gaming
CRSR
$702M
$464 ﹤0.01%
+52
BRCC icon
2839
BRC Inc
BRCC
$135M
$459 ﹤0.01%
+294
WTV icon
2840
WisdomTree US Value Fund
WTV
$2.71B
$459 ﹤0.01%
+5
BEPC icon
2841
Brookfield Renewable
BEPC
$7.43B
$447 ﹤0.01%
+13
STRZ
2842
Starz Entertainment Corp
STRZ
$313M
$442 ﹤0.01%
+30
CAN
2843
Canaan Creative
CAN
$385M
$441 ﹤0.01%
+500
PXH icon
2844
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.96B
$433 ﹤0.01%
+17
TRUP icon
2845
Trupanion
TRUP
$1.19B
$433 ﹤0.01%
+10
SPMB icon
2846
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.93B
$426 ﹤0.01%
+19
CXM icon
2847
Sprinklr
CXM
$1.25B
$425 ﹤0.01%
+55
SNCY icon
2848
Sun Country Airlines
SNCY
$889M
$425 ﹤0.01%
+36
IMMR icon
2849
Immersion
IMMR
$202M
$412 ﹤0.01%
+56
FG icon
2850
F&G Annuities & Life
FG
$3.8B
$407 ﹤0.01%
+13