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
USPH icon
2901
US Physical Therapy
USPH
$1.21B
$255 ﹤0.01%
+3
AMN icon
2902
AMN Healthcare
AMN
$613M
$252 ﹤0.01%
+13
FLNG icon
2903
FLEX LNG
FLNG
$1.36B
$252 ﹤0.01%
+10
VCEL icon
2904
Vericel Corp
VCEL
$1.9B
$252 ﹤0.01%
+8
AMBP icon
2905
Ardagh Metal Packaging
AMBP
$2.4B
$251 ﹤0.01%
+63
AD
2906
Array Digital Infrastructure
AD
$4.31B
$250 ﹤0.01%
+5
BJRI icon
2907
BJ's Restaurants
BJRI
$811M
$244 ﹤0.01%
+8
RC
2908
Ready Capital
RC
$397M
$244 ﹤0.01%
+63
AGIO icon
2909
Agios Pharmaceuticals
AGIO
$1.63B
$241 ﹤0.01%
+6
AMRX icon
2910
Amneal Pharmaceuticals
AMRX
$3.84B
$240 ﹤0.01%
+24
CNBS icon
2911
Amplify Seymour Cannabis ETF
CNBS
$82.4M
$237 ﹤0.01%
+8
EVGO icon
2912
EVgo
EVGO
$466M
$237 ﹤0.01%
+50
CARS icon
2913
Cars.com
CARS
$763M
$232 ﹤0.01%
+19
EFSC icon
2914
Enterprise Financial Services Corp
EFSC
$2.12B
$232 ﹤0.01%
+4
MAPS icon
2915
WM Technology
MAPS
$96M
$232 ﹤0.01%
+200
DVAX icon
2916
Dynavax Technologies
DVAX
$1.28B
$228 ﹤0.01%
+23
INFA
2917
DELISTED
Informatica
INFA
$224 ﹤0.01%
+9
UFI icon
2918
UNIFI
UFI
$64.6M
$224 ﹤0.01%
+47
CCCC icon
2919
C4 Therapeutics
CCCC
$250M
$222 ﹤0.01%
+100
GSAT icon
2920
Globalstar
GSAT
$8.91B
$218 ﹤0.01%
+6
NCNO icon
2921
nCino
NCNO
$2.97B
$217 ﹤0.01%
+8
IIPR icon
2922
Innovative Industrial Properties
IIPR
$1.47B
$214 ﹤0.01%
+4
SPB icon
2923
Spectrum Brands
SPB
$1.43B
$211 ﹤0.01%
+4
COLM icon
2924
Columbia Sportswear
COLM
$3.01B
$209 ﹤0.01%
+4
DFH icon
2925
Dream Finders Homes
DFH
$1.81B
$207 ﹤0.01%
+8