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
JBHT icon
1251
JB Hunt Transport Services
JBHT
$18.7B
$49.8K ﹤0.01%
+371
CHWY icon
1252
Chewy
CHWY
$13.4B
$49.4K ﹤0.01%
+1,222
UFO icon
1253
Procure Space ETF
UFO
$118M
$49.3K ﹤0.01%
+1,381
THC icon
1254
Tenet Healthcare
THC
$17.1B
$49.1K ﹤0.01%
+242
HEWJ icon
1255
iShares Currency Hedged MSCI Japan ETF
HEWJ
$502M
$49.1K ﹤0.01%
+997
BNT
1256
Brookfield Wealth Solutions
BNT
$11.1B
$48.9K ﹤0.01%
+1,071
ELME
1257
Elme Communities
ELME
$1.53B
$48.8K ﹤0.01%
+2,896
ASB icon
1258
Associated Banc-Corp
ASB
$4.41B
$48.6K ﹤0.01%
+1,889
RVTY icon
1259
Revvity
RVTY
$10.9B
$48.6K ﹤0.01%
+554
EQR icon
1260
Equity Residential
EQR
$23.6B
$48.1K ﹤0.01%
+743
SGI
1261
Somnigroup International
SGI
$18.9B
$48.1K ﹤0.01%
+570
PBA icon
1262
Pembina Pipeline
PBA
$21.3B
$48K ﹤0.01%
+1,187
KDP icon
1263
Keurig Dr Pepper
KDP
$38.2B
$48K ﹤0.01%
+1,880
FTSM icon
1264
First Trust Enhanced Short Maturity ETF
FTSM
$6.21B
$47.9K ﹤0.01%
+800
DXJ icon
1265
WisdomTree Japan Hedged Equity Fund
DXJ
$4.94B
$47.9K ﹤0.01%
+374
CSGP icon
1266
CoStar Group
CSGP
$27.5B
$47.8K ﹤0.01%
+566
CHYM
1267
Chime Financial
CHYM
$9.49B
$47.7K ﹤0.01%
+2,367
RIVN icon
1268
Rivian
RIVN
$24.9B
$47.7K ﹤0.01%
+3,251
BMNR
1269
BitMine Immersion Technologies
BMNR
$12.1B
$47.5K ﹤0.01%
+914
RBA icon
1270
RB Global
RBA
$19.4B
$47.5K ﹤0.01%
+438
BIDU icon
1271
Baidu
BIDU
$41.4B
$47.4K ﹤0.01%
+360
UTHR icon
1272
United Therapeutics
UTHR
$21.8B
$47.4K ﹤0.01%
+113
CBU icon
1273
Community Bank
CBU
$3.2B
$47.3K ﹤0.01%
+806
PSF icon
1274
Cohen & Steers Select Preferred & Income Fund
PSF
$242M
$46.9K ﹤0.01%
+2,259
FALN icon
1275
iShares Fallen Angels USD Bond ETF
FALN
$1.87B
$46.8K ﹤0.01%
+1,684