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
AU icon
3001
AngloGold Ashanti
AU
$40.6B
$70 ﹤0.01%
+1
FDMO icon
3002
Fidelity Momentum Factor ETF
FDMO
$595M
$70 ﹤0.01%
+1
MUX icon
3003
McEwen Inc
MUX
$1.05B
$69 ﹤0.01%
+4
TBLA icon
3004
Taboola.com
TBLA
$1.2B
$69 ﹤0.01%
+20
RCKT icon
3005
Rocket Pharmaceuticals
RCKT
$364M
$66 ﹤0.01%
+20
ACXP icon
3006
Acurx Pharmaceuticals
ACXP
$8.84M
$65 ﹤0.01%
+15
FIP icon
3007
FTAI Infrastructure
FIP
$601M
$62 ﹤0.01%
+14
PAY icon
3008
Paymentus
PAY
$4.4B
$61 ﹤0.01%
+2
AOUT icon
3009
American Outdoor Brands
AOUT
$97.5M
$53 ﹤0.01%
+6
TITN icon
3010
Titan Machinery
TITN
$373M
$51 ﹤0.01%
+3
VICR icon
3011
Vicor
VICR
$4.43B
$50 ﹤0.01%
+1
SOBR icon
3012
SOBR Safe
SOBR
$2.97M
$46 ﹤0.01%
+13
SEG
3013
Seaport Entertainment Group
SEG
$267M
$46 ﹤0.01%
+2
HFRO
3014
Highland Opportunities and Income Fund
HFRO
$338M
$44 ﹤0.01%
+7
NNE
3015
Nano Nuclear Energy
NNE
$1.82B
$39 ﹤0.01%
+1
INO icon
3016
Inovio Pharmaceuticals
INO
$150M
$36 ﹤0.01%
+15
RODM icon
3017
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.29B
$34 ﹤0.01%
+1
HTZWW
3018
Hertz Global Holdings Warrants
HTZWW
$252M
$30 ﹤0.01%
+8
BYND icon
3019
Beyond Meat
BYND
$571M
$29 ﹤0.01%
+15
GLMD icon
3020
Galmed Pharmaceuticals
GLMD
$6.36M
$29 ﹤0.01%
+21
CGC
3021
Canopy Growth
CGC
$387M
$27 ﹤0.01%
+18
ACB
3022
Aurora Cannabis
ACB
$260M
$24 ﹤0.01%
+4
SOLT
3023
2x Solana ETF
SOLT
$346M
$24 ﹤0.01%
+1
EPRF icon
3024
Innovator S&P Investment Grade Preferred ETF
EPRF
$80.1M
$17 ﹤0.01%
+1
OTLY
3025
Oatly Group
OTLY
$367M
$17 ﹤0.01%
+1