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
GLXY
1076
Galaxy Digital Inc
GLXY
$4.38B
$81K ﹤0.01%
+2,395
CRDO icon
1077
Credo Technology Group
CRDO
$24.2B
$80.7K ﹤0.01%
+554
PJT icon
1078
PJT Partners
PJT
$4.09B
$80.1K ﹤0.01%
+451
MVBF icon
1079
MVB Financial
MVBF
$358M
$80K ﹤0.01%
+3,191
WSO icon
1080
Watsco Inc
WSO
$14B
$79.9K ﹤0.01%
+198
DECK icon
1081
Deckers Outdoor
DECK
$14.9B
$79.6K ﹤0.01%
+785
HYGV icon
1082
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
$1.17B
$79.5K ﹤0.01%
+1,929
ZM icon
1083
Zoom
ZM
$26.3B
$79.4K ﹤0.01%
+962
JPIN icon
1084
JPMorgan Diversified Return International Equity ETF
JPIN
$371M
$78.9K ﹤0.01%
+1,185
IMCV icon
1085
iShares Morningstar Mid-Cap Value ETF
IMCV
$900M
$78.9K ﹤0.01%
+982
CAG icon
1086
Conagra Brands
CAG
$8.57B
$78.8K ﹤0.01%
+4,303
CRS icon
1087
Carpenter Technology
CRS
$15.8B
$78.6K ﹤0.01%
+320
RGA icon
1088
Reinsurance Group of America
RGA
$13.3B
$78.4K ﹤0.01%
+408
NIO icon
1089
NIO
NIO
$12.2B
$78.3K ﹤0.01%
+10,273
KRMD icon
1090
KORU Medical Systems
KRMD
$255M
$78.2K ﹤0.01%
+20,425
WSM icon
1091
Williams-Sonoma
WSM
$22.2B
$78.2K ﹤0.01%
+400
CBRE icon
1092
CBRE Group
CBRE
$47.6B
$78.2K ﹤0.01%
+496
CIEN icon
1093
Ciena
CIEN
$28.7B
$78.1K ﹤0.01%
+536
FNV icon
1094
Franco-Nevada
FNV
$40.2B
$77.8K ﹤0.01%
+349
MSGS icon
1095
Madison Square Garden
MSGS
$5.81B
$77.8K ﹤0.01%
+343
PII icon
1096
Polaris
PII
$3.9B
$77.3K ﹤0.01%
+1,330
BNS icon
1097
Scotiabank
BNS
$88.4B
$76.1K ﹤0.01%
+1,177
NRG icon
1098
NRG Energy
NRG
$28.6B
$76K ﹤0.01%
+469
RING icon
1099
iShares MSCI Global Gold Miners ETF
RING
$2.91B
$75.5K ﹤0.01%
+1,166
CBT icon
1100
Cabot Corp
CBT
$3.57B
$75.4K ﹤0.01%
+991