WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $12.6B
1-Year Est. Return 16.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.52%
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 +$117M
2 +$25.2M
3 +$19.1M
4
VV icon
Vanguard Large-Cap ETF
VV
+$16.6M
5
JNJ icon
Johnson & Johnson
JNJ
+$14.8M

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
$2.24B
$16.2K ﹤0.01%
+216
QTUM icon
1777
Defiance Quantum ETF
QTUM
$3.5B
$16.2K ﹤0.01%
+154
RHP icon
1778
Ryman Hospitality Properties
RHP
$5.9B
$16.1K ﹤0.01%
+180
IONS icon
1779
Ionis Pharmaceuticals
IONS
$12.3B
$16K ﹤0.01%
+245
FTV icon
1780
Fortive
FTV
$17.2B
$16K ﹤0.01%
+327
CC icon
1781
Chemours
CC
$2.65B
$16K ﹤0.01%
+1,011
JBTM
1782
JBT Marel
JBTM
$7.29B
$16K ﹤0.01%
+114
PLOW icon
1783
Douglas Dynamics
PLOW
$982M
$16K ﹤0.01%
+512
LOAR icon
1784
Loar Holdings
LOAR
$6.49B
$16K ﹤0.01%
+200
AXS icon
1785
AXIS Capital
AXS
$7.32B
$16K ﹤0.01%
+167
ISCV icon
1786
iShares Morningstar Small-Cap Value ETF
ISCV
$587M
$16K ﹤0.01%
+240
FINV
1787
FinVolution Group
FINV
$1.33B
$16K ﹤0.01%
+2,170
BHVN icon
1788
Biohaven
BHVN
$1.53B
$16K ﹤0.01%
+1,064
CSM icon
1789
ProShares Large Cap Core Plus
CSM
$471M
$15.9K ﹤0.01%
+208
ALKS icon
1790
Alkermes
ALKS
$4.54B
$15.8K ﹤0.01%
+527
FHLC icon
1791
Fidelity MSCI Health Care Index ETF
FHLC
$2.86B
$15.7K ﹤0.01%
235
-7,322
FLG
1792
Flagstar Bank National Association
FLG
$5.05B
$15.6K ﹤0.01%
+1,352
SUI icon
1793
Sun Communities
SUI
$16.8B
$15.6K ﹤0.01%
+121
VAL icon
1794
Valaris
VAL
$6.46B
$15.6K ﹤0.01%
+320
ZS icon
1795
Zscaler
ZS
$24.7B
$15.6K ﹤0.01%
+52
EGP icon
1796
EastGroup Properties
EGP
$10B
$15.6K ﹤0.01%
+92
BAR icon
1797
GraniteShares Gold Shares
BAR
$1.79B
$15.6K ﹤0.01%
+409
KRC icon
1798
Kilroy Realty
KRC
$3.32B
$15.5K ﹤0.01%
+367
AER icon
1799
AerCap
AER
$22.6B
$15.5K ﹤0.01%
+128
FIDU icon
1800
Fidelity MSCI Industrials Index ETF
FIDU
$1.9B
$15.5K ﹤0.01%
+189