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
TBBK icon
1776
The Bancorp
TBBK
$3.02B
$16.2K ﹤0.01%
+216
QTUM icon
1777
Defiance Quantum ETF
QTUM
$3.12B
$16.2K ﹤0.01%
+154
RHP icon
1778
Ryman Hospitality Properties
RHP
$6.17B
$16.1K ﹤0.01%
+180
IONS icon
1779
Ionis Pharmaceuticals
IONS
$12.9B
$16K ﹤0.01%
+245
FTV icon
1780
Fortive
FTV
$17.4B
$16K ﹤0.01%
+327
CC icon
1781
Chemours
CC
$1.77B
$16K ﹤0.01%
+1,011
JBTM
1782
JBT Marel
JBTM
$8.02B
$16K ﹤0.01%
+114
PLOW icon
1783
Douglas Dynamics
PLOW
$776M
$16K ﹤0.01%
+512
LOAR icon
1784
Loar Holdings
LOAR
$6.32B
$16K ﹤0.01%
+200
AXS icon
1785
AXIS Capital
AXS
$8.32B
$16K ﹤0.01%
+167
ISCV icon
1786
iShares Morningstar Small-Cap Value ETF
ISCV
$582M
$16K ﹤0.01%
+240
FINV
1787
FinVolution Group
FINV
$1.31B
$16K ﹤0.01%
+2,170
BHVN icon
1788
Biohaven
BHVN
$1.44B
$16K ﹤0.01%
+1,064
CSM icon
1789
ProShares Large Cap Core Plus
CSM
$489M
$15.9K ﹤0.01%
+208
ALKS icon
1790
Alkermes
ALKS
$4.7B
$15.8K ﹤0.01%
+527
FHLC icon
1791
Fidelity MSCI Health Care Index ETF
FHLC
$2.82B
$15.7K ﹤0.01%
235
-7,322
FLG
1792
Flagstar Bank National Association
FLG
$5.57B
$15.6K ﹤0.01%
+1,352
SUI icon
1793
Sun Communities
SUI
$15.2B
$15.6K ﹤0.01%
+121
VAL icon
1794
Valaris
VAL
$3.44B
$15.6K ﹤0.01%
+320
ZS icon
1795
Zscaler
ZS
$37.1B
$15.6K ﹤0.01%
+52
EGP icon
1796
EastGroup Properties
EGP
$9.64B
$15.6K ﹤0.01%
+92
BAR icon
1797
GraniteShares Gold Shares
BAR
$1.46B
$15.6K ﹤0.01%
+409
KRC icon
1798
Kilroy Realty
KRC
$4.56B
$15.5K ﹤0.01%
+367
AER icon
1799
AerCap
AER
$24.6B
$15.5K ﹤0.01%
+128
FIDU icon
1800
Fidelity MSCI Industrials Index ETF
FIDU
$1.52B
$15.5K ﹤0.01%
+189