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
GDXJ icon
1676
VanEck Junior Gold Miners ETF
GDXJ
$9.71B
$19.8K ﹤0.01%
+200
SCHH icon
1677
Schwab US REIT ETF
SCHH
$8.43B
$19.8K ﹤0.01%
+918
BUG icon
1678
Global X Cybersecurity ETF
BUG
$1B
$19.8K ﹤0.01%
+562
HROW icon
1679
Harrow
HROW
$1.72B
$19.8K ﹤0.01%
+410
HEFA icon
1680
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.78B
$19.7K ﹤0.01%
+498
STRL icon
1681
Sterling Infrastructure
STRL
$9.48B
$19.7K ﹤0.01%
+58
BAH icon
1682
Booz Allen Hamilton
BAH
$10.3B
$19.7K ﹤0.01%
+197
LFUS icon
1683
Littelfuse
LFUS
$6.35B
$19.7K ﹤0.01%
+76
BIO icon
1684
Bio-Rad Laboratories Class A
BIO
$8.13B
$19.6K ﹤0.01%
+70
AMKR icon
1685
Amkor Technology
AMKR
$9.98B
$19.6K ﹤0.01%
+689
DVA icon
1686
DaVita
DVA
$8.13B
$19.5K ﹤0.01%
+147
CGNX icon
1687
Cognex
CGNX
$6.17B
$19.5K ﹤0.01%
+431
DRLL icon
1688
Strive US Energy ETF
DRLL
$238M
$19.5K ﹤0.01%
+679
CVLT icon
1689
Commault Systems
CVLT
$5.52B
$19.4K ﹤0.01%
+103
ALLY icon
1690
Ally Financial
ALLY
$14.1B
$19.4K ﹤0.01%
+496
NOV icon
1691
NOV
NOV
$5.72B
$19.4K ﹤0.01%
+1,466
LOPE icon
1692
Grand Canyon Education
LOPE
$4.64B
$19.4K ﹤0.01%
+88
JHG icon
1693
Janus Henderson
JHG
$7.11B
$19.4K ﹤0.01%
+436
LBTYK icon
1694
Liberty Global Class C
LBTYK
$3.75B
$19.3K ﹤0.01%
+1,646
BROS icon
1695
Dutch Bros
BROS
$8.24B
$19.3K ﹤0.01%
+369
XPH icon
1696
State Street SPDR S&P Pharmaceuticals ETF
XPH
$222M
$19.3K ﹤0.01%
+402
LLYVA icon
1697
Liberty Live Holdings, Inc. Series A Liberty Live Group Common Stock
LLYVA
$7.55B
$19.2K ﹤0.01%
+204
KIM icon
1698
Kimco Realty
KIM
$13.5B
$19.2K ﹤0.01%
+879
AGCO icon
1699
AGCO
AGCO
$7.89B
$19.1K ﹤0.01%
+178
PBF icon
1700
PBF Energy
PBF
$3.05B
$19K ﹤0.01%
+631