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
CLH icon
1426
Clean Harbors
CLH
$12.8B
$31.8K ﹤0.01%
+137
WMS icon
1427
Advanced Drainage Systems
WMS
$11.5B
$31.8K ﹤0.01%
+229
MLI icon
1428
Mueller Industries
MLI
$12.8B
$31.6K ﹤0.01%
+313
SSB icon
1429
SouthState Bank Corp
SSB
$9.77B
$31.6K ﹤0.01%
+320
ARKF icon
1430
ARK Blockchain & Fintech Innovation ETF
ARKF
$1.14B
$31.6K ﹤0.01%
+557
PHG icon
1431
Philips
PHG
$25.4B
$31.6K ﹤0.01%
+1,160
BLW icon
1432
BlackRock Limited Duration Income Trust
BLW
$536M
$31.5K ﹤0.01%
+2,253
PNFP icon
1433
Pinnacle Financial Partners
PNFP
$7.81B
$31.5K ﹤0.01%
+336
WAY
1434
Waystar Holding Corp
WAY
$6.28B
$31.5K ﹤0.01%
+830
PPLT icon
1435
abrdn Physical Platinum Shares ETF
PPLT
$2.63B
$31.4K ﹤0.01%
+220
MEDP icon
1436
Medpace
MEDP
$16B
$31.4K ﹤0.01%
+61
TRST icon
1437
Trustco Bank Corp NY
TRST
$798M
$31.3K ﹤0.01%
+863
OGN icon
1438
Organon & Co
OGN
$1.78B
$31.3K ﹤0.01%
+2,931
RBRK icon
1439
Rubrik
RBRK
$15.6B
$31.3K ﹤0.01%
+380
RBC icon
1440
RBC Bearings
RBC
$14.3B
$31.2K ﹤0.01%
+80
DMLP icon
1441
Dorchester Minerals
DMLP
$1.07B
$31.2K ﹤0.01%
+1,205
VICI icon
1442
VICI Properties
VICI
$29.6B
$31.1K ﹤0.01%
+952
CSWC icon
1443
Capital Southwest
CSWC
$1.24B
$31K ﹤0.01%
+1,418
CAPL icon
1444
CrossAmerica Partners
CAPL
$781M
$31K ﹤0.01%
+1,473
GME icon
1445
GameStop
GME
$10.1B
$31K ﹤0.01%
+1,135
KN icon
1446
Knowles
KN
$1.88B
$30.9K ﹤0.01%
+1,324
ESNT icon
1447
Essent Group
ESNT
$6.41B
$30.8K ﹤0.01%
+485
GTLS icon
1448
Chart Industries
GTLS
$9.26B
$30.8K ﹤0.01%
+154
TTMI icon
1449
TTM Technologies
TTMI
$7.27B
$30.8K ﹤0.01%
+535
PCAR icon
1450
PACCAR
PCAR
$58.6B
$30.8K ﹤0.01%
+313