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
NBIS
1026
Nebius Group N.V.
NBIS
$19B
$95K ﹤0.01%
+846
BUD icon
1027
AB InBev
BUD
$127B
$94.8K ﹤0.01%
+1,590
KMX icon
1028
CarMax
KMX
$6.03B
$94.7K ﹤0.01%
+2,111
CIM
1029
Chimera Investment
CIM
$1.07B
$93.8K ﹤0.01%
+7,098
BHP icon
1030
BHP
BHP
$150B
$93.8K ﹤0.01%
+1,683
PSN icon
1031
Parsons
PSN
$6.41B
$93.3K ﹤0.01%
+1,125
IREN icon
1032
Iris Energy
IREN
$9.74B
$93.1K ﹤0.01%
+1,984
FBIZ icon
1033
First Business Financial Services
FBIZ
$478M
$92.3K ﹤0.01%
+1,800
VAC icon
1034
Marriott Vacations Worldwide
VAC
$2.01B
$91.7K ﹤0.01%
+1,377
IQV icon
1035
IQVIA
IQV
$37.7B
$91.4K ﹤0.01%
+481
FLEX icon
1036
Flex
FLEX
$23.2B
$91.2K ﹤0.01%
+1,574
SON icon
1037
Sonoco
SON
$4.26B
$91.1K ﹤0.01%
+2,115
BFC icon
1038
Bank First Corp
BFC
$1.33B
$90.4K ﹤0.01%
+745
IVOV icon
1039
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.15B
$89.9K ﹤0.01%
+892
DRI icon
1040
Darden Restaurants
DRI
$22.1B
$89.9K ﹤0.01%
+472
RCKY icon
1041
Rocky Brands
RCKY
$229M
$89.4K ﹤0.01%
+3,000
VAW icon
1042
Vanguard Materials ETF
VAW
$2.83B
$88.3K ﹤0.01%
+431
PAYC icon
1043
Paycom
PAYC
$9.17B
$88.3K ﹤0.01%
+424
HPE icon
1044
Hewlett Packard
HPE
$31.7B
$88.1K ﹤0.01%
+3,582
STWD icon
1045
Starwood Property Trust
STWD
$6.85B
$87.9K ﹤0.01%
+4,540
BMVP icon
1046
Invesco Bloomberg MVP Multi-factor ETF
BMVP
$99.4M
$87.9K ﹤0.01%
+1,794
IEF icon
1047
iShares 7-10 Year Treasury Bond ETF
IEF
$45.1B
$87.8K ﹤0.01%
+910
XBI icon
1048
State Street SPDR S&P Biotech ETF
XBI
$7.83B
$87.6K ﹤0.01%
+874
GL icon
1049
Globe Life
GL
$11B
$87.2K ﹤0.01%
+610
ERET icon
1050
iShares Environmentally Aware Real Estate ETF
ERET
$9.54M
$87K ﹤0.01%
+3,159