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
SPXC icon
1451
SPX Corp
SPXC
$10.1B
$30.6K ﹤0.01%
+164
GPI icon
1452
Group 1 Automotive
GPI
$4.89B
$30.6K ﹤0.01%
+70
APPN icon
1453
Appian
APPN
$2.72B
$30.6K ﹤0.01%
+1,000
OKTA icon
1454
Okta
OKTA
$16B
$30.5K ﹤0.01%
+333
GATX icon
1455
GATX Corp
GATX
$6.16B
$30.4K ﹤0.01%
+174
OSIS icon
1456
OSI Systems
OSIS
$4.49B
$30.4K ﹤0.01%
+122
MAVF
1457
Matrix Advisors Value ETF
MAVF
$84.2M
$30.4K ﹤0.01%
+260
ATGE icon
1458
Adtalem Global Education
ATGE
$3.65B
$30.4K ﹤0.01%
+197
VLY icon
1459
Valley National Bancorp
VLY
$6.7B
$30.3K ﹤0.01%
+2,863
GDV icon
1460
Gabelli Dividend & Income Trust
GDV
$2.45B
$30.2K ﹤0.01%
+1,112
SIL icon
1461
Global X Silver Miners ETF NEW
SIL
$4.73B
$30.1K ﹤0.01%
+420
TXNM
1462
TXNM Energy Inc
TXNM
$6.4B
$30K ﹤0.01%
+531
EOSE icon
1463
Eos Energy Enterprises
EOSE
$4.24B
$30K ﹤0.01%
+2,636
APLD icon
1464
Applied Digital
APLD
$7.78B
$29.8K ﹤0.01%
+1,300
AIT icon
1465
Applied Industrial Technologies
AIT
$9.9B
$29.8K ﹤0.01%
+114
ENSG icon
1466
The Ensign Group
ENSG
$10.5B
$29.7K ﹤0.01%
+172
EOG icon
1467
EOG Resources
EOG
$55.3B
$29.7K ﹤0.01%
+265
FTXN icon
1468
First Trust Nasdaq Oil & Gas ETF
FTXN
$98.5M
$29.7K ﹤0.01%
+1,043
CGXU icon
1469
Capital Group International Focus Equity ETF
CGXU
$4.38B
$29.6K ﹤0.01%
+1,000
SYF icon
1470
Synchrony
SYF
$30.5B
$29.5K ﹤0.01%
+416
BUZZ icon
1471
VanEck Social Sentiment ETF
BUZZ
$108M
$29.4K ﹤0.01%
+817
AN icon
1472
AutoNation
AN
$7.59B
$29.3K ﹤0.01%
+134
GLPI icon
1473
Gaming and Leisure Properties
GLPI
$12.6B
$29.3K ﹤0.01%
+628
SMG icon
1474
ScottsMiracle-Gro
SMG
$3.4B
$29.3K ﹤0.01%
+514
CPNG icon
1475
Coupang
CPNG
$42.4B
$29.3K ﹤0.01%
+909