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
EFX icon
1376
Equifax
EFX
$26.8B
$35.1K ﹤0.01%
+137
VNT icon
1377
Vontier
VNT
$5.49B
$35.1K ﹤0.01%
+837
EEFT icon
1378
Euronet Worldwide
EEFT
$3.24B
$35.1K ﹤0.01%
+400
IQI icon
1379
Invesco Quality Municipal Securities
IQI
$527M
$35.1K ﹤0.01%
+3,562
PFGC icon
1380
Performance Food Group
PFGC
$14.4B
$35.1K ﹤0.01%
+337
HQY icon
1381
HealthEquity
HQY
$8.16B
$34.9K ﹤0.01%
+368
BLD icon
1382
TopBuild
BLD
$12B
$34.8K ﹤0.01%
+89
IGOV icon
1383
iShares International Treasury Bond ETF
IGOV
$991M
$34.8K ﹤0.01%
+816
EWT icon
1384
iShares MSCI Taiwan ETF
EWT
$6.68B
$34.7K ﹤0.01%
+546
SATS icon
1385
EchoStar
SATS
$29.9B
$34.7K ﹤0.01%
+454
BC icon
1386
Brunswick
BC
$4.93B
$34.7K ﹤0.01%
+548
GXO icon
1387
GXO Logistics
GXO
$6.1B
$34.5K ﹤0.01%
+653
DT icon
1388
Dynatrace
DT
$13.3B
$34.3K ﹤0.01%
+708
CBTJ
1389
Calamos Bitcoin 80 Series Structured Alt Protection ETF - January
CBTJ
$35.6M
$34.3K ﹤0.01%
+1,199
TUR icon
1390
iShares MSCI Turkey ETF
TUR
$200M
$34.2K ﹤0.01%
+1,000
EXR icon
1391
Extra Space Storage
EXR
$27.6B
$34.2K ﹤0.01%
+242
SPH icon
1392
Suburban Propane Partners
SPH
$1.23B
$34.1K ﹤0.01%
+1,831
CUBE icon
1393
CubeSmart
CUBE
$8.11B
$34K ﹤0.01%
+836
ETSY icon
1394
Etsy
ETSY
$5.36B
$34K ﹤0.01%
+512
FLR icon
1395
Fluor
FLR
$6.59B
$33.9K ﹤0.01%
+806
CCOI icon
1396
Cogent Communications
CCOI
$1.07B
$33.9K ﹤0.01%
+883
SSNC icon
1397
SS&C Technologies
SSNC
$21.4B
$33.8K ﹤0.01%
+381
VMI icon
1398
Valmont Industries
VMI
$8.11B
$33.7K ﹤0.01%
+87
KEY icon
1399
KeyCorp
KEY
$22.9B
$33.7K ﹤0.01%
+1,803
RMBS icon
1400
Rambus
RMBS
$10.4B
$33.7K ﹤0.01%
+323