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
ALV icon
1726
Autoliv
ALV
$9.2B
$17.7K ﹤0.01%
+143
PRN icon
1727
Invesco Dorsey Wright Industrials Momentum ETF
PRN
$317M
$17.6K ﹤0.01%
+102
BKU icon
1728
Bankunited
BKU
$3.4B
$17.5K ﹤0.01%
+459
FTDR icon
1729
Frontdoor
FTDR
$4.1B
$17.5K ﹤0.01%
+260
FLS icon
1730
Flowserve
FLS
$9.03B
$17.5K ﹤0.01%
+329
CRBU icon
1731
Caribou Biosciences
CRBU
$157M
$17.5K ﹤0.01%
+7,500
LVHI icon
1732
Franklin International Low Volatility High Dividend Index ETF
LVHI
$3.7B
$17.4K ﹤0.01%
+500
ALB icon
1733
Albemarle
ALB
$17.2B
$17.4K ﹤0.01%
+214
FWONA icon
1734
Liberty Media Series A
FWONA
$22.1B
$17.3K ﹤0.01%
+182
ETO
1735
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
$477M
$17.3K ﹤0.01%
+628
DPZ icon
1736
Domino's
DPZ
$14.6B
$17.3K ﹤0.01%
+40
CNC icon
1737
Centene
CNC
$19.2B
$17.3K ﹤0.01%
+484
WSFS icon
1738
WSFS Financial
WSFS
$3.14B
$17.3K ﹤0.01%
+320
TEX icon
1739
Terex
TEX
$3.54B
$17.2K ﹤0.01%
+336
HIPO icon
1740
Hippo Holdings
HIPO
$783M
$17.2K ﹤0.01%
+476
CBSH icon
1741
Commerce Bancshares
CBSH
$7.34B
$17.2K ﹤0.01%
+288
DIOD icon
1742
Diodes
DIOD
$2.36B
$17.2K ﹤0.01%
+323
MDU icon
1743
MDU Resources
MDU
$3.92B
$17.2K ﹤0.01%
+965
EXTR icon
1744
Extreme Networks
EXTR
$2.25B
$17.2K ﹤0.01%
+832
DWM icon
1745
WisdomTree International Equity Fund
DWM
$632M
$17.1K ﹤0.01%
+258
KNSL icon
1746
Kinsale Capital Group
KNSL
$9.29B
$17K ﹤0.01%
+40
VECO icon
1747
Veeco
VECO
$1.76B
$16.9K ﹤0.01%
+557
CBOE icon
1748
Cboe Global Markets
CBOE
$25.9B
$16.9K ﹤0.01%
+69
EEMA icon
1749
iShares MSCI Emerging Markets Asia ETF
EEMA
$1.54B
$16.9K ﹤0.01%
+184
RGEN icon
1750
Repligen
RGEN
$9.14B
$16.8K ﹤0.01%
+126