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
WCC icon
1551
WESCO International
WCC
$12.2B
$25.2K ﹤0.01%
+119
HR icon
1552
Healthcare Realty
HR
$5.92B
$25.2K ﹤0.01%
+1,395
GSID icon
1553
Goldman Sachs MarketBeta International Equity ETF
GSID
$961M
$25K ﹤0.01%
+375
SSP icon
1554
E.W. Scripps
SSP
$417M
$24.9K ﹤0.01%
10,140
BHF icon
1555
Brighthouse Financial
BHF
$3.71B
$24.9K ﹤0.01%
+469
PALL icon
1556
abrdn Physical Palladium Shares ETF
PALL
$1.06B
$24.9K ﹤0.01%
+218
WOOD icon
1557
iShares Global Timber & Forestry ETF
WOOD
$229M
$24.7K ﹤0.01%
+337
RUN icon
1558
Sunrun
RUN
$4.24B
$24.7K ﹤0.01%
1,430
-10,602
AMCR icon
1559
Amcor
AMCR
$19.1B
$24.7K ﹤0.01%
+3,019
JBGS
1560
JBG SMITH
JBGS
$1.02B
$24.7K ﹤0.01%
+1,109
BZH icon
1561
Beazer Homes USA
BZH
$624M
$24.6K ﹤0.01%
+1,000
DHY
1562
Credit Suisse High Yield Credit Fund
DHY
$206M
$24.5K ﹤0.01%
11,903
+258
CNM icon
1563
Core & Main
CNM
$10.2B
$24.5K ﹤0.01%
+455
AFG icon
1564
American Financial Group
AFG
$11.5B
$24.5K ﹤0.01%
+168
UAA icon
1565
Under Armour
UAA
$1.92B
$24.4K ﹤0.01%
+4,898
WCN icon
1566
Waste Connections
WCN
$44.9B
$24.4K ﹤0.01%
+139
CRMD icon
1567
CorMedix
CRMD
$947M
$24.4K ﹤0.01%
+2,100
FR icon
1568
First Industrial Realty Trust
FR
$7.7B
$24.3K ﹤0.01%
+473
NDAQ icon
1569
Nasdaq
NDAQ
$54.5B
$24.3K ﹤0.01%
+275
ILOW
1570
AB International Low Volatility Equity ETF
ILOW
$1.5B
$24.3K ﹤0.01%
+572
JBLU icon
1571
JetBlue
JBLU
$1.75B
$24.3K ﹤0.01%
+4,941
ESPO icon
1572
VanEck Video Gaming and eSports ETF
ESPO
$380M
$24.2K ﹤0.01%
+200
EXG icon
1573
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.85B
$24.2K ﹤0.01%
+2,659
LYFT icon
1574
Lyft
LYFT
$7.76B
$24.2K ﹤0.01%
+1,098
LNC icon
1575
Lincoln National
LNC
$8.78B
$24.1K ﹤0.01%
+597