WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $12.6B
1-Year Est. Return 16.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.52%
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 +$117M
2 +$25.2M
3 +$19.1M
4
VV icon
Vanguard Large-Cap ETF
VV
+$16.6M
5
JNJ icon
Johnson & Johnson
JNJ
+$14.8M

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
$28.3B
$95K ﹤0.01%
+846
BUD icon
1027
AB InBev
BUD
$141B
$94.8K ﹤0.01%
+1,590
KMX icon
1028
CarMax
KMX
$6.03B
$94.7K ﹤0.01%
+2,111
CIM
1029
Chimera Investment
CIM
$1.12B
$93.8K ﹤0.01%
+7,098
BHP icon
1030
BHP
BHP
$186B
$93.8K ﹤0.01%
+1,683
PSN icon
1031
Parsons
PSN
$6.28B
$93.3K ﹤0.01%
+1,125
IREN icon
1032
Iris Energy
IREN
$13.9B
$93.1K ﹤0.01%
+1,984
FBIZ icon
1033
First Business Financial Services
FBIZ
$437M
$92.3K ﹤0.01%
+1,800
VAC icon
1034
Marriott Vacations Worldwide
VAC
$2.36B
$91.7K ﹤0.01%
+1,377
IQV icon
1035
IQVIA
IQV
$28.8B
$91.4K ﹤0.01%
+481
FLEX icon
1036
Flex
FLEX
$23.3B
$91.2K ﹤0.01%
+1,574
SON icon
1037
Sonoco
SON
$5.24B
$91.1K ﹤0.01%
+2,115
BFC icon
1038
Bank First Corp
BFC
$1.5B
$90.4K ﹤0.01%
+745
IVOV icon
1039
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.18B
$89.9K ﹤0.01%
+892
DRI icon
1040
Darden Restaurants
DRI
$23.4B
$89.9K ﹤0.01%
+472
RCKY icon
1041
Rocky Brands
RCKY
$327M
$89.4K ﹤0.01%
+3,000
VAW icon
1042
Vanguard Materials ETF
VAW
$2.99B
$88.3K ﹤0.01%
+431
PAYC icon
1043
Paycom
PAYC
$6.93B
$88.3K ﹤0.01%
+424
HPE icon
1044
Hewlett Packard
HPE
$28.5B
$88.1K ﹤0.01%
+3,582
STWD icon
1045
Starwood Property Trust
STWD
$6.61B
$87.9K ﹤0.01%
+4,540
BMVP icon
1046
Invesco Bloomberg MVP Multi-factor ETF
BMVP
$102M
$87.9K ﹤0.01%
+1,794
IEF icon
1047
iShares 7-10 Year Treasury Bond ETF
IEF
$48B
$87.8K ﹤0.01%
+910
XBI icon
1048
State Street SPDR S&P Biotech ETF
XBI
$8.02B
$87.6K ﹤0.01%
+874
GL icon
1049
Globe Life
GL
$11.1B
$87.2K ﹤0.01%
+610
ERET icon
1050
iShares Environmentally Aware Real Estate ETF
ERET
$10.2M
$87K ﹤0.01%
+3,159