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
WBS icon
1051
Webster Financial
WBS
$10.3B
$87K ﹤0.01%
+1,463
WPM icon
1052
Wheaton Precious Metals
WPM
$52.2B
$86.6K ﹤0.01%
+774
ORI icon
1053
Old Republic International
ORI
$11.3B
$86.3K ﹤0.01%
+2,033
XPO icon
1054
XPO
XPO
$17B
$85.6K ﹤0.01%
+662
ITT icon
1055
ITT
ITT
$14.8B
$84.6K ﹤0.01%
+473
ASGI
1056
abrdn Global Infrastructure Income Fund
ASGI
$692M
$84.2K ﹤0.01%
+3,987
ZBRA icon
1057
Zebra Technologies
ZBRA
$12.9B
$84.1K ﹤0.01%
+283
FBT icon
1058
First Trust NYSE Arca Biotechnology Index Fund
FBT
$1.33B
$84.1K ﹤0.01%
+469
CRH icon
1059
CRH
CRH
$82.4B
$84.1K ﹤0.01%
+701
IRM icon
1060
Iron Mountain
IRM
$23.5B
$84K ﹤0.01%
+824
VRT icon
1061
Vertiv
VRT
$57.3B
$83.9K ﹤0.01%
+556
TDY icon
1062
Teledyne Technologies
TDY
$23.6B
$83.8K ﹤0.01%
+143
XNTK icon
1063
State Street SPDR NYSE Technology ETF
XNTK
$1.42B
$83.6K ﹤0.01%
+307
TTE icon
1064
TotalEnergies
TTE
$141B
$83.6K ﹤0.01%
+1,400
VSTS icon
1065
Vestis
VSTS
$918M
$83.3K ﹤0.01%
18,382
-332
ROL icon
1066
Rollins
ROL
$29B
$83.1K ﹤0.01%
+1,415
IYK icon
1067
iShares US Consumer Staples ETF
IYK
$1.18B
$82.5K ﹤0.01%
+1,207
UMBF icon
1068
UMB Financial
UMBF
$9.04B
$82.5K ﹤0.01%
+697
ORA icon
1069
Ormat Technologies
ORA
$6.62B
$82.4K ﹤0.01%
+856
PFFD icon
1070
Global X US Preferred ETF
PFFD
$2.24B
$82.4K ﹤0.01%
+4,241
SOFI icon
1071
SoFi Technologies
SOFI
$31.9B
$82K ﹤0.01%
+3,105
PZA icon
1072
Invesco National AMT-Free Municipal Bond ETF
PZA
$3.29B
$81.9K ﹤0.01%
+3,547
CCK icon
1073
Crown Holdings
CCK
$12B
$81.6K ﹤0.01%
+845
REVG icon
1074
REV Group
REVG
$2.9B
$81.4K ﹤0.01%
+1,436
YORW icon
1075
York Water
YORW
$491M
$81.3K ﹤0.01%
+2,673