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
ZION icon
1601
Zions Bancorporation
ZION
$8.85B
$23.2K ﹤0.01%
+410
RITM icon
1602
Rithm Capital
RITM
$6.19B
$22.9K ﹤0.01%
+2,012
BKH icon
1603
Black Hills Corp
BKH
$5.09B
$22.9K ﹤0.01%
+372
CMA icon
1604
Comerica
CMA
$11.3B
$22.9K ﹤0.01%
+334
VYMI icon
1605
Vanguard International High Dividend Yield ETF
VYMI
$14.1B
$22.9K ﹤0.01%
+270
ACLS icon
1606
Axcelis
ACLS
$2.56B
$22.8K ﹤0.01%
+234
PLNT icon
1607
Planet Fitness
PLNT
$9.24B
$22.8K ﹤0.01%
+220
SCCO icon
1608
Southern Copper
SCCO
$118B
$22.6K ﹤0.01%
+188
DEM icon
1609
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.3B
$22.5K ﹤0.01%
+490
ELS icon
1610
Equity Lifestyle Properties
ELS
$11.9B
$22.5K ﹤0.01%
+371
SNPE icon
1611
Xtrackers S&P 500 ESG ETF
SNPE
$2.27B
$22.5K ﹤0.01%
+375
PRI icon
1612
Primerica
PRI
$8.26B
$22.5K ﹤0.01%
+81
PAAS icon
1613
Pan American Silver
PAAS
$21.8B
$22.5K ﹤0.01%
+580
VSCO icon
1614
Victoria's Secret
VSCO
$4.55B
$22.4K ﹤0.01%
+827
ZETA icon
1615
Zeta Global
ZETA
$4.42B
$22.4K ﹤0.01%
+1,129
CTSH icon
1616
Cognizant
CTSH
$41.2B
$22.4K ﹤0.01%
334
-7,182
WING icon
1617
Wingstop
WING
$7.2B
$22.4K ﹤0.01%
+89
BMRN icon
1618
BioMarin Pharmaceuticals
BMRN
$11.7B
$22.3K ﹤0.01%
+412
CSQ icon
1619
Calamos Strategic Total Return Fund
CSQ
$3.08B
$22.3K ﹤0.01%
+1,154
MTDR icon
1620
Matador Resources
MTDR
$5.11B
$22.1K ﹤0.01%
+492
GPK icon
1621
Graphic Packaging
GPK
$4.55B
$22.1K ﹤0.01%
+1,128
VGSH icon
1622
Vanguard Short-Term Treasury ETF
VGSH
$25.3B
$22K ﹤0.01%
+374
PSLV icon
1623
Sprott Physical Silver Trust
PSLV
$13.4B
$22K ﹤0.01%
+1,400
TTAN
1624
ServiceTitan Inc
TTAN
$10.2B
$21.9K ﹤0.01%
+217
CNO icon
1625
CNO Financial Group
CNO
$4.15B
$21.9K ﹤0.01%
+553