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
EPI icon
1476
WisdomTree India Earnings Fund ETF
EPI
$2.76B
$29.3K ﹤0.01%
+662
IPAY icon
1477
Amplify Mobile Payments ETF
IPAY
$225M
$29.1K ﹤0.01%
+510
CGW icon
1478
Invesco S&P Global Water Index ETF
CGW
$993M
$29K ﹤0.01%
+452
SMDV icon
1479
ProShares Russell 2000 Dividend Growers ETF
SMDV
$636M
$29K ﹤0.01%
+435
MKSI icon
1480
MKS Inc
MKSI
$10.7B
$29K ﹤0.01%
+234
PDD icon
1481
Pinduoduo
PDD
$155B
$28.9K ﹤0.01%
+219
MUR icon
1482
Murphy Oil
MUR
$4.51B
$28.9K ﹤0.01%
+1,018
PRM icon
1483
Perimeter Solutions
PRM
$4.19B
$28.9K ﹤0.01%
+1,290
TWLO icon
1484
Twilio
TWLO
$21.5B
$28.8K ﹤0.01%
+288
G icon
1485
Genpact
G
$8.26B
$28.8K ﹤0.01%
+688
FYBR icon
1486
Frontier Communications
FYBR
$9.54B
$28.7K ﹤0.01%
+769
DHF
1487
BNY Mellon High Yield Strategies Fund
DHF
$181M
$28.7K ﹤0.01%
11,075
+222
ARKG icon
1488
ARK Genomic Revolution ETF
ARKG
$1.27B
$28.7K ﹤0.01%
+1,033
TRMB icon
1489
Trimble
TRMB
$19.2B
$28.7K ﹤0.01%
+351
AROW icon
1490
Arrow Financial
AROW
$525M
$28.6K ﹤0.01%
+1,011
SNDK
1491
Sandisk
SNDK
$34.8B
$28.6K ﹤0.01%
+255
LENZ
1492
LENZ Therapeutics
LENZ
$563M
$28.3K ﹤0.01%
+608
HALO icon
1493
Halozyme
HALO
$7.92B
$28.2K ﹤0.01%
+385
WTFC icon
1494
Wintrust Financial
WTFC
$9.53B
$28.2K ﹤0.01%
+213
RIGS icon
1495
RiverFront Strategic Income Fund
RIGS
$77.1M
$28.1K ﹤0.01%
+1,205
ACI icon
1496
Albertsons Companies
ACI
$9.57B
$28.1K ﹤0.01%
+1,602
BOOT icon
1497
Boot Barn
BOOT
$5.83B
$28K ﹤0.01%
+169
IAK icon
1498
iShares US Insurance ETF
IAK
$498M
$28K ﹤0.01%
+209
PB icon
1499
Prosperity Bancshares
PB
$6.64B
$27.9K ﹤0.01%
+421
GXC icon
1500
SPDR S&P China ETF
GXC
$497M
$27.9K ﹤0.01%
+266