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
KYN icon
1151
Kayne Anderson Energy Infrastructure Fund
KYN
$2B
$63.8K ﹤0.01%
+5,156
RXRX icon
1152
Recursion Pharmaceuticals
RXRX
$2.44B
$63.8K ﹤0.01%
13,066
-927
CNI icon
1153
Canadian National Railway
CNI
$59.9B
$63.7K ﹤0.01%
+676
SHAK icon
1154
Shake Shack
SHAK
$3.31B
$63.3K ﹤0.01%
+676
EXP icon
1155
Eagle Materials
EXP
$7.06B
$62.9K ﹤0.01%
+270
DFEV icon
1156
Dimensional Emerging Markets Value ETF
DFEV
$1.22B
$62.9K ﹤0.01%
+1,972
ENPH icon
1157
Enphase Energy
ENPH
$4.14B
$62.8K ﹤0.01%
+1,774
RIO icon
1158
Rio Tinto
RIO
$125B
$62.3K ﹤0.01%
+944
JPIB icon
1159
JPMorgan International Bond Opportunities ETF
JPIB
$1.45B
$62.2K ﹤0.01%
+1,269
WEYS icon
1160
Weyco Group
WEYS
$324M
$62K ﹤0.01%
+2,061
FHI icon
1161
Federated Hermes
FHI
$4.09B
$61.8K ﹤0.01%
+1,190
HDB icon
1162
HDFC Bank
HDB
$180B
$61.7K ﹤0.01%
+1,806
EWL icon
1163
iShares MSCI Switzerland ETF
EWL
$1.52B
$61.4K ﹤0.01%
+1,112
MAS icon
1164
Masco
MAS
$13.5B
$61.2K ﹤0.01%
+870
EIX icon
1165
Edison International
EIX
$22.9B
$61K ﹤0.01%
+1,103
EUFN icon
1166
iShares MSCI Europe Financials ETF
EUFN
$4.41B
$60.9K ﹤0.01%
+1,774
HYXF icon
1167
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$189M
$60.9K ﹤0.01%
+1,282
VRSK icon
1168
Verisk Analytics
VRSK
$30.5B
$60.8K ﹤0.01%
+242
LW icon
1169
Lamb Weston
LW
$8.29B
$60.7K ﹤0.01%
+1,046
CDZI icon
1170
Cadiz
CDZI
$439M
$60.6K ﹤0.01%
+12,840
GUNR icon
1171
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$5.67B
$60.3K ﹤0.01%
1,378
-3,692
MHK icon
1172
Mohawk Industries
MHK
$6.75B
$60.2K ﹤0.01%
+467
AAL icon
1173
American Airlines Group
AAL
$10.2B
$60.1K ﹤0.01%
+5,346
KRE icon
1174
State Street SPDR S&P Regional Banking ETF
KRE
$4.09B
$60.1K ﹤0.01%
+949
STLD icon
1175
Steel Dynamics
STLD
$25.2B
$59.8K ﹤0.01%
+429