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
MCO icon
951
Moody's
MCO
$89B
$123K ﹤0.01%
+257
EXFY icon
952
Expensify
EXFY
$145M
$122K ﹤0.01%
66,212
CLX icon
953
Clorox
CLX
$12.4B
$122K ﹤0.01%
+993
ARKQ icon
954
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.62B
$122K ﹤0.01%
+1,093
KD icon
955
Kyndryl
KD
$6.19B
$122K ﹤0.01%
4,061
-1,573
MCHI icon
956
iShares MSCI China ETF
MCHI
$7.66B
$122K ﹤0.01%
+1,849
WSBC icon
957
WesBanco
WSBC
$3.38B
$122K ﹤0.01%
+3,810
FQAL icon
958
Fidelity Quality Factor ETF
FQAL
$1.13B
$121K ﹤0.01%
+1,624
FE icon
959
FirstEnergy
FE
$25.6B
$121K ﹤0.01%
+2,645
ICSH icon
960
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.73B
$120K ﹤0.01%
2,369
-2,896
BKAG icon
961
BNY Mellon Core Bond ETF
BKAG
$2.05B
$120K ﹤0.01%
+2,817
BBWI icon
962
Bath & Body Works
BBWI
$4.09B
$120K ﹤0.01%
+4,639
SWX icon
963
Southwest Gas
SWX
$5.97B
$119K ﹤0.01%
+1,515
CTRA icon
964
Coterra Energy
CTRA
$19.6B
$118K ﹤0.01%
+4,977
LSAT icon
965
LeaderShares AlphaFactor Tactical Focused ETF
LSAT
$75.2M
$118K ﹤0.01%
+2,845
NULV icon
966
Nuveen ESG Large-Cap Value ETF
NULV
$1.93B
$117K ﹤0.01%
+2,673
CSW
967
CSW Industrials
CSW
$5.22B
$117K ﹤0.01%
+482
UAL icon
968
United Airlines
UAL
$36.5B
$117K ﹤0.01%
+1,212
VEEV icon
969
Veeva Systems
VEEV
$35.9B
$116K ﹤0.01%
+391
SNX icon
970
TD Synnex
SNX
$12.1B
$116K ﹤0.01%
+711
MWA icon
971
Mueller Water Products
MWA
$3.89B
$116K ﹤0.01%
+4,560
CGGO icon
972
Capital Group Global Growth Equity ETF
CGGO
$7.87B
$116K ﹤0.01%
+3,385
MIN
973
MFS Intermediate Income Trust
MIN
$299M
$115K ﹤0.01%
43,025
ONTO icon
974
Onto Innovation
ONTO
$7.41B
$115K ﹤0.01%
+892
LSAF icon
975
LeaderShares AlphaFactor US Core Equity ETF
LSAF
$112M
$114K ﹤0.01%
+2,556