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
ULTA icon
1576
Ulta Beauty
ULTA
$26.4B
$24.1K ﹤0.01%
+44
KMPR icon
1577
Kemper
KMPR
$2.37B
$24K ﹤0.01%
+465
CNH
1578
CNH Industrial
CNH
$12B
$24K ﹤0.01%
+2,209
SKYW icon
1579
Skywest
SKYW
$4.18B
$23.9K ﹤0.01%
+238
LITE icon
1580
Lumentum
LITE
$23.9B
$23.9K ﹤0.01%
+147
EGBN icon
1581
Eagle Bancorp
EGBN
$654M
$23.8K ﹤0.01%
+1,178
NVG icon
1582
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.68B
$23.8K ﹤0.01%
+1,937
IYT icon
1583
iShares US Transportation ETF
IYT
$930M
$23.8K ﹤0.01%
+332
IFRA icon
1584
iShares US Infrastructure ETF
IFRA
$3.18B
$23.7K ﹤0.01%
+449
MTN icon
1585
Vail Resorts
MTN
$5.52B
$23.6K ﹤0.01%
+158
UHAL.B icon
1586
U-Haul Holding Co Series N
UHAL.B
$9.19B
$23.6K ﹤0.01%
+464
VCLT icon
1587
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.96B
$23.6K ﹤0.01%
+304
FVCB icon
1588
FVCBankcorp
FVCB
$253M
$23.5K ﹤0.01%
+1,814
SPGP icon
1589
Invesco S&P 500 GARP ETF
SPGP
$2.47B
$23.5K ﹤0.01%
+207
EMN icon
1590
Eastman Chemical
EMN
$7.32B
$23.5K ﹤0.01%
+373
SFM icon
1591
Sprouts Farmers Market
SFM
$7.8B
$23.5K ﹤0.01%
+216
MCHP icon
1592
Microchip Technology
MCHP
$34.6B
$23.4K ﹤0.01%
+365
SVIX icon
1593
-1x Short VIX Futures ETF
SVIX
$253M
$23.4K ﹤0.01%
+1,096
SBRA icon
1594
Sabra Healthcare REIT
SBRA
$4.7B
$23.4K ﹤0.01%
+1,257
RSPD icon
1595
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
$220M
$23.4K ﹤0.01%
+405
JHSC icon
1596
John Hancock Multifactor Small Cap ETF
JHSC
$653M
$23.3K ﹤0.01%
+556
PTNQ icon
1597
Pacer Trendpilot 100 ETF
PTNQ
$1.28B
$23.3K ﹤0.01%
+300
ESAB icon
1598
ESAB
ESAB
$6.9B
$23.2K ﹤0.01%
+208
SNY icon
1599
Sanofi
SNY
$117B
$23.2K ﹤0.01%
+492
CCI icon
1600
Crown Castle
CCI
$37.8B
$23.2K ﹤0.01%
+241