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
CLOX icon
1126
Panagram AAA CLO ETF
CLOX
$250M
$70K ﹤0.01%
+2,738
EXPD icon
1127
Expeditors International
EXPD
$20.1B
$69.3K ﹤0.01%
+565
FNDE icon
1128
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$7.68B
$69K ﹤0.01%
+1,907
VTRS icon
1129
Viatris
VTRS
$13.5B
$68.9K ﹤0.01%
+6,957
JAZZ icon
1130
Jazz Pharmaceuticals
JAZZ
$10B
$68.7K ﹤0.01%
+521
PHM icon
1131
Pultegroup
PHM
$23.9B
$68.6K ﹤0.01%
+519
CW icon
1132
Curtiss-Wright
CW
$19.7B
$68.4K ﹤0.01%
+126
MAIN icon
1133
Main Street Capital
MAIN
$5.42B
$67.5K ﹤0.01%
+1,061
CGDV icon
1134
Capital Group Dividend Value ETF
CGDV
$25.4B
$67.3K ﹤0.01%
+1,602
VIGI icon
1135
Vanguard International Dividend Appreciation ETF
VIGI
$8.93B
$66.6K ﹤0.01%
+744
RYAN icon
1136
Ryan Specialty Holdings
RYAN
$6.83B
$66.4K ﹤0.01%
+1,178
PSTG icon
1137
Pure Storage
PSTG
$21.9B
$66.3K ﹤0.01%
+791
RACE icon
1138
Ferrari
RACE
$64.8B
$66K ﹤0.01%
+136
TOTL icon
1139
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.05B
$65.9K ﹤0.01%
+1,625
PPG icon
1140
PPG Industries
PPG
$23.3B
$65.5K ﹤0.01%
+623
XT icon
1141
iShares Future Exponential Technologies ETF
XT
$3.35B
$65.3K ﹤0.01%
+908
BTI icon
1142
British American Tobacco
BTI
$124B
$65.1K ﹤0.01%
+1,227
VLUE icon
1143
iShares MSCI USA Value Factor ETF
VLUE
$8.79B
$65.1K ﹤0.01%
+521
MIDD icon
1144
Middleby
MIDD
$7.27B
$65K ﹤0.01%
+489
NGG icon
1145
National Grid
NGG
$76.6B
$64.8K ﹤0.01%
+892
WDAY icon
1146
Workday
WDAY
$56.8B
$64.3K ﹤0.01%
267
-783
SPYI icon
1147
NEOS S&P 500 High Income ETF
SPYI
$6.34B
$64.2K ﹤0.01%
+1,227
AM icon
1148
Antero Midstream
AM
$8.41B
$64.1K ﹤0.01%
+3,300
NBIX icon
1149
Neurocrine Biosciences
NBIX
$14.1B
$64K ﹤0.01%
+456
SPMO icon
1150
Invesco S&P 500 Momentum ETF
SPMO
$12.8B
$63.8K ﹤0.01%
+527