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
GENI icon
1651
Genius Sports
GENI
$2.58B
$21K ﹤0.01%
+1,700
KWEB icon
1652
KraneShares CSI China Internet ETF
KWEB
$8.79B
$21K ﹤0.01%
+500
KTB icon
1653
Kontoor Brands
KTB
$3.56B
$21K ﹤0.01%
+263
THG icon
1654
Hanover Insurance
THG
$6.57B
$20.9K ﹤0.01%
+115
MOH icon
1655
Molina Healthcare
MOH
$8.41B
$20.9K ﹤0.01%
+109
LAD icon
1656
Lithia Motors
LAD
$8.34B
$20.9K ﹤0.01%
+66
FIG
1657
Figma
FIG
$19.6B
$20.8K ﹤0.01%
+401
ANVS icon
1658
Annovis Bio
ANVS
$96.7M
$20.7K ﹤0.01%
10,000
KEX icon
1659
Kirby Corp
KEX
$6.01B
$20.7K ﹤0.01%
+248
IAG icon
1660
IAMGOLD
IAG
$9.66B
$20.7K ﹤0.01%
+1,600
SAIA icon
1661
Saia
SAIA
$8.53B
$20.7K ﹤0.01%
+69
VIAV icon
1662
Viavi Solutions
VIAV
$4.02B
$20.6K ﹤0.01%
+1,627
VEGN icon
1663
US Vegan Climate ETF
VEGN
$132M
$20.6K ﹤0.01%
+347
CYTK icon
1664
Cytokinetics
CYTK
$7.67B
$20.6K ﹤0.01%
+375
EMB icon
1665
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.4B
$20.5K ﹤0.01%
+215
HIW icon
1666
Highwoods Properties
HIW
$2.79B
$20.4K ﹤0.01%
+642
VTWV icon
1667
Vanguard Russell 2000 Value ETF
VTWV
$875M
$20.4K ﹤0.01%
+131
PATK icon
1668
Patrick Industries
PATK
$3.68B
$20.4K ﹤0.01%
+197
BEP icon
1669
Brookfield Renewable
BEP
$8.22B
$20.4K ﹤0.01%
+790
QS icon
1670
QuantumScape
QS
$6.87B
$20.3K ﹤0.01%
+1,645
EXLS icon
1671
EXL Service
EXLS
$6.84B
$20.3K ﹤0.01%
+460
PDM
1672
Piedmont Realty Trust
PDM
$1.04B
$20.2K ﹤0.01%
+2,240
SR icon
1673
Spire
SR
$4.88B
$20.1K ﹤0.01%
+246
NMIH icon
1674
NMI Holdings
NMIH
$3.16B
$20K ﹤0.01%
+521
FNCL icon
1675
Fidelity MSCI Financials Index ETF
FNCL
$2.43B
$19.9K ﹤0.01%
+260