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 Buys

1
+$137M
2
+$43.6M
3
+$42.5M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$34.4M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$32.7M

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
AOHY icon
826
Angel Oak High Yield Opportunities ETF
AOHY
$122M
$181K ﹤0.01%
16,201
AEM icon
827
Agnico Eagle Mines
AEM
$83.6B
$181K ﹤0.01%
+1,074
CTO
828
CTO Realty Growth
CTO
$574M
$181K ﹤0.01%
11,089
CWEN icon
829
Clearway Energy Class C
CWEN
$3.87B
$180K ﹤0.01%
6,387
-430
OTIS icon
830
Otis Worldwide
OTIS
$34.5B
$179K ﹤0.01%
1,961
-464
SIVR icon
831
abrdn Physical Silver Shares ETF
SIVR
$4.66B
$179K ﹤0.01%
+4,029
VST icon
832
Vistra
VST
$58.8B
$178K ﹤0.01%
910
-225
VOD icon
833
Vodafone
VOD
$30B
$177K ﹤0.01%
15,280
-759
RGLD icon
834
Royal Gold
RGLD
$18.4B
$177K ﹤0.01%
+882
SAIC icon
835
Saic
SAIC
$4.53B
$176K ﹤0.01%
1,776
-120
AWI icon
836
Armstrong World Industries
AWI
$7.97B
$176K ﹤0.01%
+899
FSK icon
837
FS KKR Capital
FSK
$4.25B
$176K ﹤0.01%
+11,792
TPR icon
838
Tapestry
TPR
$25.3B
$176K ﹤0.01%
+1,553
XLB icon
839
State Street Materials Select Sector SPDR ETF
XLB
$5.21B
$175K ﹤0.01%
+1,958
BLDR icon
840
Builders FirstSource
BLDR
$11.4B
$175K ﹤0.01%
1,446
-268
NET icon
841
Cloudflare
NET
$69.2B
$175K ﹤0.01%
+814
DASH icon
842
DoorDash
DASH
$98.2B
$174K ﹤0.01%
641
-173
VRTX icon
843
Vertex Pharmaceuticals
VRTX
$115B
$173K ﹤0.01%
443
-438
SOLV icon
844
Solventum
SOLV
$14.2B
$173K ﹤0.01%
+2,368
AOS icon
845
A.O. Smith
AOS
$9.58B
$172K ﹤0.01%
2,349
-761
IHE icon
846
iShares US Pharmaceuticals ETF
IHE
$828M
$172K ﹤0.01%
+2,372
IGE icon
847
iShares North American Natural Resources ETF
IGE
$629M
$172K ﹤0.01%
+3,500
WWD icon
848
Woodward
WWD
$17.9B
$172K ﹤0.01%
+679
SWK icon
849
Stanley Black & Decker
SWK
$11.5B
$171K ﹤0.01%
+2,302
CNP icon
850
CenterPoint Energy
CNP
$24.9B
$170K ﹤0.01%
4,387
-3,883
32 33
34
35 36