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
JBS
1176
JBS N.V.
JBS
$15.9B
$59.7K ﹤0.01%
+4,000
ODFL icon
1177
Old Dominion Freight Line
ODFL
$33B
$59.7K ﹤0.01%
+424
GRAL
1178
GRAIL Inc
GRAL
$3.53B
$59.5K ﹤0.01%
+1,007
ROBO icon
1179
ROBO Global Robotics & Automation Index ETF
ROBO
$1.26B
$59.3K ﹤0.01%
+905
STM icon
1180
STMicroelectronics
STM
$23B
$59.2K ﹤0.01%
+2,095
CRL icon
1181
Charles River Laboratories
CRL
$9.61B
$59.1K ﹤0.01%
+378
SQEW
1182
DELISTED
LeaderShares Equity Skew ETF
SQEW
$59.1K ﹤0.01%
+1,641
POST icon
1183
Post Holdings
POST
$5.25B
$58.9K ﹤0.01%
+548
GSBD icon
1184
Goldman Sachs BDC
GSBD
$1.11B
$58.9K ﹤0.01%
+5,791
VNO icon
1185
Vornado Realty Trust
VNO
$6.47B
$58.6K ﹤0.01%
+1,447
OWL icon
1186
Blue Owl Capital
OWL
$10.4B
$58.4K ﹤0.01%
+3,450
AVB icon
1187
AvalonBay Communities
AVB
$25.6B
$58.4K ﹤0.01%
+302
HCA icon
1188
HCA Healthcare
HCA
$107B
$58.3K ﹤0.01%
+137
ACM icon
1189
Aecom
ACM
$12.8B
$58.2K ﹤0.01%
+446
DIVO icon
1190
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.76B
$57.9K ﹤0.01%
+1,300
CAC icon
1191
Camden National
CAC
$786M
$57.9K ﹤0.01%
+1,500
OMFL icon
1192
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.89B
$57.5K ﹤0.01%
+954
XME icon
1193
State Street SPDR S&P Metals & Mining ETF
XME
$3.12B
$57.3K ﹤0.01%
+615
FCNCA icon
1194
First Citizens BancShares
FCNCA
$26.4B
$57.3K ﹤0.01%
+32
CEF icon
1195
Sprott Physical Gold and Silver Trust
CEF
$8.6B
$57.2K ﹤0.01%
+1,559
REG icon
1196
Regency Centers
REG
$12.4B
$57.1K ﹤0.01%
+783
CUZ icon
1197
Cousins Properties
CUZ
$4.22B
$57.1K ﹤0.01%
+1,972
QEFA icon
1198
SPDR MSCI EAFE StrategicFactors ETF
QEFA
$961M
$56.9K ﹤0.01%
+647
PSCH icon
1199
Invesco S&P SmallCap Health Care ETF
PSCH
$152M
$56.7K ﹤0.01%
+1,362
AVAV icon
1200
AeroVironment
AVAV
$11.7B
$56.1K ﹤0.01%
+178