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
HEI icon
1301
HEICO Corp
HEI
$45.5B
$43.3K ﹤0.01%
+134
XRPI
1302
Volatility Shares Trust XRP ETF
XRPI
$148M
$43.2K ﹤0.01%
+2,500
UTF icon
1303
Cohen & Steers Infrastructure Fund
UTF
$2.33B
$43.2K ﹤0.01%
+1,740
MAA icon
1304
Mid-America Apartment Communities
MAA
$15.7B
$43K ﹤0.01%
+308
SXI icon
1305
Standex International
SXI
$2.73B
$43K ﹤0.01%
+203
WH icon
1306
Wyndham Hotels & Resorts
WH
$5.94B
$43K ﹤0.01%
+538
CACC icon
1307
Credit Acceptance
CACC
$5.1B
$43K ﹤0.01%
+92
FSS icon
1308
Federal Signal
FSS
$6.84B
$42.2K ﹤0.01%
+355
QRVO icon
1309
Qorvo
QRVO
$7.91B
$42.2K ﹤0.01%
+463
FUBO icon
1310
FuboTV Inc
FUBO
$929M
$42.1K ﹤0.01%
10,150
IDCC icon
1311
InterDigital
IDCC
$8.61B
$42.1K ﹤0.01%
+122
IBTM icon
1312
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$476M
$42.1K ﹤0.01%
+1,819
NUDM icon
1313
Nuveen ESG International Developed Markets Equity ETF
NUDM
$596M
$42K ﹤0.01%
+1,116
STAG icon
1314
STAG Industrial
STAG
$6.96B
$41.9K ﹤0.01%
+1,188
HLN icon
1315
Haleon
HLN
$44.1B
$41.6K ﹤0.01%
+4,636
EQH icon
1316
Equitable Holdings
EQH
$13.8B
$41.5K ﹤0.01%
+818
AMTM
1317
Amentum Holdings
AMTM
$7.12B
$41.5K ﹤0.01%
+1,734
NU icon
1318
Nu Holdings
NU
$79.2B
$41.5K ﹤0.01%
+2,593
ARMK icon
1319
Aramark
ARMK
$9.98B
$41.5K ﹤0.01%
+1,080
DOCS icon
1320
Doximity
DOCS
$8.22B
$41.3K ﹤0.01%
+565
RYAAY icon
1321
Ryanair
RYAAY
$38.1B
$41.3K ﹤0.01%
+686
COLB icon
1322
Columbia Banking Systems
COLB
$8.63B
$41.3K ﹤0.01%
+1,604
CET
1323
Central Securities Corp
CET
$1.46B
$41.1K ﹤0.01%
+800
OLED icon
1324
Universal Display
OLED
$5.56B
$41.1K ﹤0.01%
+286
TMP icon
1325
Tompkins Financial
TMP
$1.08B
$41K ﹤0.01%
+619