We are live on ! Find out more
WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $12.7B
1-Year Est. Return 17.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.6B
AUM Growth
-$6.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,082
New
Increased
Reduced
Closed

Top Buys

1
+$54.4M
2
+$48.7M
3
+$39.7M
4
MSFT icon
Microsoft
MSFT
+$34M
5
NVDA icon
NVIDIA
NVDA
+$30.5M

Top Sells

1
+$1.76B
2
+$716M
3
+$704M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$477M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$401M

Sector Composition

1 Technology 4.4%
2 Financials 3.21%
3 Communication Services 1.81%
4 Consumer Discretionary 1.24%
5 Healthcare 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SYM icon
1801
Symbotic
SYM
$5.3B
– –
-147
TAFM icon
1802
AB Tax-Aware Intermediate Municipal ETF
TAFM
$634M
– –
-2,149
TAL icon
1803
TAL Education Group
TAL
$5.1B
– –
-30
TALO icon
1804
Talos Energy
TALO
$2.3B
– –
-21
TAN icon
1805
Invesco Solar ETF
TAN
$1.87B
– –
-3,803
TAP icon
1806
Molson Coors Class B
TAP
$7.39B
– –
-80
TBG icon
1807
TBG Dividend Focus ETF
TBG
$234M
– –
-160
TBPH icon
1808
Theravance Biopharma
TBPH
$855M
– –
-12
TCAF icon
1809
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$7.11B
– –
-2,598
TCBI icon
1810
Texas Capital Bancshares
TCBI
$4.33B
– –
-107
TCMD icon
1811
Tactile Systems Technology
TCMD
$600M
– –
-383
TCRT icon
1812
Alaunos Therapeutics
TCRT
$5.25M
– –
-1
TDC icon
1813
Teradata
TDC
$2.91B
– –
-402
TDOC icon
1814
Teladoc Health
TDOC
$1.46B
– –
-1,046
TDS icon
1815
Telephone and Data Systems
TDS
$4.51B
– –
-421
TDTF icon
1816
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
$1.03B
– –
-1,675
TDUP icon
1817
ThredUp
TDUP
$776M
– –
-15
TDY icon
1818
Teledyne Technologies
TDY
$28.7B
– –
-143
TECB icon
1819
iShares US Tech Breakthrough Multisector ETF
TECB
$478M
– –
-162
TEAM icon
1820
Atlassian
TEAM
$21B
– –
-67
TECH icon
1821
Bio-Techne
TECH
$9.07B
– –
-72
TECK icon
1822
Teck Resources
TECK
$31.5B
– –
-55
TECL icon
1823
Direxion Daily Technology Bull 3x ETF
TECL
$6.93B
– –
-7
TEF
1824
DELISTED
Telefonica
TEF
– –
-1,012
TENB icon
1825
Tenable Holdings
TENB
$2.96B
– –
-49
71 72
73
74 75