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
OTEX icon
2876
Open Text
OTEX
$8.35B
$324 ﹤0.01%
+9
AMCX icon
2877
AMC Networks
AMCX
$440M
$322 ﹤0.01%
+39
LFST icon
2878
Lifestance Health
LFST
$2.72B
$319 ﹤0.01%
+58
OTLK icon
2879
Outlook Therapeutics
OTLK
$86.6M
$318 ﹤0.01%
+300
REKR icon
2880
Rekor Systems
REKR
$226M
$314 ﹤0.01%
+200
ARI
2881
Apollo Commercial Real Estate
ARI
$1.4B
$304 ﹤0.01%
+30
CWH icon
2882
Camping World
CWH
$659M
$300 ﹤0.01%
+19
ETD icon
2883
Ethan Allen Interiors
ETD
$642M
$295 ﹤0.01%
+10
CXDO icon
2884
Crexendo
CXDO
$209M
$293 ﹤0.01%
+45
IQ icon
2885
iQIYI
IQ
$1.89B
$292 ﹤0.01%
+114
WEST icon
2886
Westrock Coffee
WEST
$439M
$292 ﹤0.01%
+1,060
GIL icon
2887
Gildan
GIL
$11.3B
$289 ﹤0.01%
+5
HLX icon
2888
Helix Energy Solutions
HLX
$1.04B
$289 ﹤0.01%
+44
IRBT icon
2889
iRobot
IRBT
$145M
$288 ﹤0.01%
+80
WMK icon
2890
Weis Markets
WMK
$1.68B
$287 ﹤0.01%
+4
GFL icon
2891
GFL Environmental
GFL
$15.5B
$285 ﹤0.01%
+6
WKC icon
2892
World Kinect Corp
WKC
$1.34B
$285 ﹤0.01%
+11
KYMR icon
2893
Kymera Therapeutics
KYMR
$6.43B
$283 ﹤0.01%
+5
DJT icon
2894
Trump Media & Technology Group
DJT
$3.02B
$280 ﹤0.01%
+17
ANDE icon
2895
Andersons Inc
ANDE
$1.84B
$279 ﹤0.01%
+7
GO icon
2896
Grocery Outlet
GO
$1.09B
$273 ﹤0.01%
+17
AGX icon
2897
Argan
AGX
$4.45B
$270 ﹤0.01%
+1
TNET icon
2898
TriNet
TNET
$2.84B
$268 ﹤0.01%
+4
EVTL icon
2899
Vertical Aerospace
EVTL
$599M
$265 ﹤0.01%
+51
LAB icon
2900
Standard BioTools
LAB
$565M
$260 ﹤0.01%
+200