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
ALC icon
1401
Alcon
ALC
$39.3B
$33.6K ﹤0.01%
+451
WMG icon
1402
Warner Music
WMG
$15.3B
$33.6K ﹤0.01%
+986
EWY icon
1403
iShares MSCI South Korea ETF
EWY
$7.35B
$33.6K ﹤0.01%
+419
ACTU
1404
Actuate Therapeutics
ACTU
$162M
$33.5K ﹤0.01%
+5,000
IYC icon
1405
iShares US Consumer Discretionary ETF
IYC
$1.57B
$33.4K ﹤0.01%
+319
SMCI icon
1406
Super Micro Computer
SMCI
$18.6B
$33.3K ﹤0.01%
695
-24,562
AI icon
1407
C3.ai
AI
$2.03B
$33.3K ﹤0.01%
+1,918
EEMV icon
1408
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.75B
$33.1K ﹤0.01%
+519
CRWV
1409
CoreWeave Inc
CRWV
$41.4B
$33.1K ﹤0.01%
+242
ACHR icon
1410
Archer Aviation
ACHR
$5.99B
$33.1K ﹤0.01%
+3,452
PNR icon
1411
Pentair
PNR
$17B
$33K ﹤0.01%
+298
DUOL icon
1412
Duolingo
DUOL
$8.6B
$32.8K ﹤0.01%
+102
NTNX icon
1413
Nutanix
NTNX
$14.1B
$32.7K ﹤0.01%
+439
VIOV icon
1414
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.5B
$32.6K ﹤0.01%
+342
USO icon
1415
United States Oil Fund
USO
$934M
$32.4K ﹤0.01%
+439
SCI icon
1416
Service Corp International
SCI
$11B
$32.4K ﹤0.01%
+389
HII icon
1417
Huntington Ingalls Industries
HII
$13.2B
$32.3K ﹤0.01%
+112
BCS icon
1418
Barclays
BCS
$87.1B
$32.3K ﹤0.01%
+1,563
SYY icon
1419
Sysco
SYY
$35.7B
$32.3K ﹤0.01%
+392
DFLV icon
1420
Dimensional US Large Cap Value ETF
DFLV
$4.53B
$32.2K ﹤0.01%
+978
BALL icon
1421
Ball Corp
BALL
$13.9B
$32.2K ﹤0.01%
+638
LMND icon
1422
Lemonade
LMND
$6.17B
$32.1K ﹤0.01%
+600
DWX icon
1423
SPDR S&P International Dividend ETF
DWX
$501M
$32K ﹤0.01%
+750
STNC icon
1424
Hennessy Sustainable ETF
STNC
$95.2M
$31.9K ﹤0.01%
+976
ESE icon
1425
ESCO Technologies
ESE
$5.14B
$31.9K ﹤0.01%
+151