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 Buys

1
+$137M
2
+$43.6M
3
+$42.5M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$34.4M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$32.7M

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
PSKY
1226
Paramount Skydance Corp
PSKY
$14.4B
$53.3K ﹤0.01%
+2,817
RKLB icon
1227
Rocket Lab Corp
RKLB
$32B
$53.2K ﹤0.01%
+1,111
OLLI icon
1228
Ollie's Bargain Outlet
OLLI
$6.62B
$53.2K ﹤0.01%
+414
BBAX icon
1229
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$5.57B
$53K ﹤0.01%
+940
XSVM icon
1230
Invesco S&P SmallCap Value with Momentum ETF
XSVM
$604M
$52.7K ﹤0.01%
+934
AVUS icon
1231
Avantis US Equity ETF
AVUS
$10.3B
$52.6K ﹤0.01%
+484
USIG icon
1232
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.5B
$52.5K ﹤0.01%
+1,006
ALAB icon
1233
Astera Labs
ALAB
$24.6B
$52.5K ﹤0.01%
+268
IRT icon
1234
Independence Realty Trust
IRT
$4.07B
$52.1K ﹤0.01%
+3,181
WDC icon
1235
Western Digital
WDC
$59.8B
$52K ﹤0.01%
+433
DLO icon
1236
dLocal
DLO
$4.15B
$52K ﹤0.01%
+3,640
DXCM icon
1237
DexCom
DXCM
$25.7B
$51.9K ﹤0.01%
+772
SHE icon
1238
State Street SPDR MSCI USA Gender Diversity ETF
SHE
$279M
$51.8K ﹤0.01%
+406
RPV icon
1239
Invesco S&P 500 Pure Value ETF
RPV
$1.44B
$51.8K ﹤0.01%
+521
ARWR icon
1240
Arrowhead Research
ARWR
$9.03B
$51.6K ﹤0.01%
+1,496
BLSH
1241
Bullish
BLSH
$6.46B
$51.3K ﹤0.01%
+807
CLF icon
1242
Cleveland-Cliffs
CLF
$7.39B
$50.9K ﹤0.01%
+4,173
NUSC icon
1243
Nuveen ESG Small-Cap ETF
NUSC
$1.27B
$50.8K ﹤0.01%
+1,152
MAN icon
1244
ManpowerGroup
MAN
$1.41B
$50.8K ﹤0.01%
+1,340
NZF icon
1245
Nuveen Municipal Credit Income Fund
NZF
$2.45B
$50.8K ﹤0.01%
+4,041
RAL
1246
Ralliant Corp
RAL
$5.74B
$50.5K ﹤0.01%
+1,154
VVV icon
1247
Valvoline
VVV
$3.87B
$50.5K ﹤0.01%
+1,405
MLPA icon
1248
Global X MLP ETF
MLPA
$1.81B
$50.3K ﹤0.01%
+1,039
JEF icon
1249
Jefferies Financial Group
JEF
$12.8B
$50K ﹤0.01%
+765
SHYG icon
1250
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.89B
$49.8K ﹤0.01%
+1,151
48 49
50
51 52