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
MPW icon
1851
Medical Properties Trust
MPW
$3.09B
$13.9K ﹤0.01%
+2,741
LRN icon
1852
Stride
LRN
$2.9B
$13.9K ﹤0.01%
+93
FGDL icon
1853
Franklin Responsibly Sourced Gold ETF
FGDL
$449M
$13.8K ﹤0.01%
+268
XOMO icon
1854
YieldMax XOM Option Income Strategy ETF
XOMO
$42M
$13.8K ﹤0.01%
+1,153
ARE icon
1855
Alexandria Real Estate Equities
ARE
$8.29B
$13.8K ﹤0.01%
+165
BDC icon
1856
Belden
BDC
$4.63B
$13.7K ﹤0.01%
+114
BHB icon
1857
Bar Harbor Bankshares
BHB
$541M
$13.7K ﹤0.01%
+450
WGO icon
1858
Winnebago Industries
WGO
$1.23B
$13.7K ﹤0.01%
+409
APLE icon
1859
Apple Hospitality REIT
APLE
$2.88B
$13.7K ﹤0.01%
+1,139
AGO icon
1860
Assured Guaranty
AGO
$4.17B
$13.6K ﹤0.01%
+161
EZPW icon
1861
Ezcorp Inc
EZPW
$1.17B
$13.6K ﹤0.01%
+714
ETG
1862
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.71B
$13.5K ﹤0.01%
+640
XIFR
1863
XPLR Infrastructure LP
XIFR
$869M
$13.5K ﹤0.01%
+1,328
BBD icon
1864
Banco Bradesco
BBD
$35.4B
$13.5K ﹤0.01%
3,987
-6,841
UFPI icon
1865
UFP Industries
UFPI
$5.43B
$13.5K ﹤0.01%
+144
PK icon
1866
Park Hotels & Resorts
PK
$2.18B
$13.5K ﹤0.01%
+1,215
APAM icon
1867
Artisan Partners
APAM
$2.92B
$13.5K ﹤0.01%
+310
SPBO icon
1868
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$1.78B
$13.5K ﹤0.01%
+454
DAX icon
1869
Global X DAX Germany ETF
DAX
$273M
$13.4K ﹤0.01%
+300
AVXL icon
1870
Anavex Life Sciences
AVXL
$328M
$13.3K ﹤0.01%
+1,500
KBH icon
1871
KB Home
KBH
$3.72B
$13.3K ﹤0.01%
+209
KBR icon
1872
KBR
KBR
$5.12B
$13.2K ﹤0.01%
+280
GRBK icon
1873
Green Brick Partners
GRBK
$2.79B
$13.2K ﹤0.01%
+179
GKOS icon
1874
Glaukos
GKOS
$6.68B
$13.2K ﹤0.01%
+162
NTRA icon
1875
Natera
NTRA
$32.3B
$13.2K ﹤0.01%
+82