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
COO icon
1626
Cooper Companies
COO
$16.2B
$21.9K ﹤0.01%
+319
ONB icon
1627
Old National Bancorp
ONB
$9.12B
$21.8K ﹤0.01%
+994
APPF icon
1628
AppFolio
APPF
$8.39B
$21.8K ﹤0.01%
+79
CG icon
1629
Carlyle Group
CG
$21.5B
$21.8K ﹤0.01%
+347
SNV icon
1630
Synovus
SNV
$7.31B
$21.7K ﹤0.01%
+443
ENTG icon
1631
Entegris
ENTG
$12.7B
$21.7K ﹤0.01%
+235
REZI icon
1632
Resideo Technologies
REZI
$5.35B
$21.6K ﹤0.01%
+500
WAT icon
1633
Waters Corp
WAT
$22.5B
$21.6K ﹤0.01%
+72
RDNT icon
1634
RadNet
RDNT
$5.93B
$21.6K ﹤0.01%
+283
TY icon
1635
TRI-Continental Corp
TY
$1.71B
$21.5K ﹤0.01%
+633
VTWG icon
1636
Vanguard Russell 2000 Growth ETF
VTWG
$1.13B
$21.5K ﹤0.01%
+92
SNEX icon
1637
StoneX
SNEX
$5B
$21.5K ﹤0.01%
+213
IEX icon
1638
IDEX
IEX
$13.3B
$21.5K ﹤0.01%
+132
ATI icon
1639
ATI
ATI
$15.4B
$21.5K ﹤0.01%
+264
CRUS icon
1640
Cirrus Logic
CRUS
$6.18B
$21.4K ﹤0.01%
+171
ATR icon
1641
AptarGroup
ATR
$7.97B
$21.4K ﹤0.01%
+160
MSLC
1642
Morgan Stanley Pathway Large Cap Equity ETF
MSLC
$3.43B
$21.4K ﹤0.01%
+393
POWL icon
1643
Powell Industries
POWL
$4.03B
$21.3K ﹤0.01%
+70
DY icon
1644
Dycom Industries
DY
$9.97B
$21.3K ﹤0.01%
+73
FOUR icon
1645
Shift4
FOUR
$4.41B
$21.3K ﹤0.01%
+275
URBN icon
1646
Urban Outfitters
URBN
$7.29B
$21.2K ﹤0.01%
+297
RY icon
1647
Royal Bank of Canada
RY
$236B
$21.2K ﹤0.01%
+144
SLG icon
1648
SL Green Realty
SLG
$3.15B
$21.2K ﹤0.01%
+354
TRU icon
1649
TransUnion
TRU
$16.9B
$21.1K ﹤0.01%
+252
SSD icon
1650
Simpson Manufacturing
SSD
$6.92B
$21.1K ﹤0.01%
+126