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
STEP icon
1501
StepStone Group
STEP
$5.03B
$27.8K ﹤0.01%
+426
MARA icon
1502
Marathon Digital Holdings
MARA
$3.85B
$27.8K ﹤0.01%
+1,520
GNRC icon
1503
Generac Holdings
GNRC
$8.15B
$27.6K ﹤0.01%
+165
CR icon
1504
Crane Co
CR
$10.8B
$27.6K ﹤0.01%
+150
SRAD icon
1505
Sportradar
SRAD
$6.77B
$27.6K ﹤0.01%
+1,025
SLM icon
1506
SLM Corp
SLM
$5.55B
$27.5K ﹤0.01%
+992
PEN icon
1507
Penumbra
PEN
$12.4B
$27.4K ﹤0.01%
+108
APG icon
1508
APi Group
APG
$16.2B
$27.3K ﹤0.01%
+795
PSCF icon
1509
Invesco S&P SmallCap Financials ETF
PSCF
$19.4M
$27.3K ﹤0.01%
+476
BRF icon
1510
VanEck Brazil Small-Cap ETF
BRF
$22.2M
$27.3K ﹤0.01%
+1,675
TGTX icon
1511
TG Therapeutics
TGTX
$4.92B
$27.2K ﹤0.01%
+754
TLN
1512
Talen Energy Corp
TLN
$17B
$27.2K ﹤0.01%
+64
ENS icon
1513
EnerSys
ENS
$5.42B
$27.2K ﹤0.01%
+241
RIOT icon
1514
Riot Platforms
RIOT
$5.39B
$27.2K ﹤0.01%
+1,429
GNTX icon
1515
Gentex
GNTX
$5.16B
$27.1K ﹤0.01%
+959
TTEK icon
1516
Tetra Tech
TTEK
$8.99B
$27.1K ﹤0.01%
+811
SCYB icon
1517
Schwab High Yield Bond ETF
SCYB
$1.94B
$26.9K ﹤0.01%
+1,006
LBRDA icon
1518
Liberty Broadband Class A
LBRDA
$6.86B
$26.9K ﹤0.01%
+424
JOE icon
1519
St. Joe Company
JOE
$3.54B
$26.8K ﹤0.01%
+542
WTS icon
1520
Watts Water Technologies
WTS
$9.33B
$26.8K ﹤0.01%
+96
INFY icon
1521
Infosys
INFY
$81.8B
$26.8K ﹤0.01%
+1,647
ADNT icon
1522
Adient
ADNT
$1.55B
$26.8K ﹤0.01%
+1,112
TTD icon
1523
Trade Desk
TTD
$18B
$26.8K ﹤0.01%
+546
VFQY icon
1524
Vanguard US Quality Factor ETF
VFQY
$440M
$26.8K ﹤0.01%
+177
BRSL
1525
Brightstar Lottery PLC
BRSL
$3.02B
$26.7K ﹤0.01%
+1,545