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
MPT
1851
Medical Properties Trust
MPT
$2.95B
$13.9K ﹤0.01%
+2,741
LRN icon
1852
Stride
LRN
$3.6B
$13.9K ﹤0.01%
+93
FGDL icon
1853
Franklin Responsibly Sourced Gold ETF
FGDL
$583M
$13.8K ﹤0.01%
+268
XOMO icon
1854
YieldMax XOM Option Income Strategy ETF
XOMO
$64.7M
$13.8K ﹤0.01%
+1,153
ARE icon
1855
Alexandria Real Estate Equities
ARE
$8.85B
$13.8K ﹤0.01%
+165
BDC icon
1856
Belden
BDC
$4.78B
$13.7K ﹤0.01%
+114
BHB icon
1857
Bar Harbor Bankshares
BHB
$522M
$13.7K ﹤0.01%
+450
WGO icon
1858
Winnebago Industries
WGO
$964M
$13.7K ﹤0.01%
+409
APLE icon
1859
Apple Hospitality REIT
APLE
$2.84B
$13.7K ﹤0.01%
+1,139
AGO icon
1860
Assured Guaranty
AGO
$3.82B
$13.6K ﹤0.01%
+161
EZPW icon
1861
Ezcorp Inc
EZPW
$1.62B
$13.6K ﹤0.01%
+714
ETG
1862
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.66B
$13.5K ﹤0.01%
+640
XIFR
1863
XPLR Infrastructure LP
XIFR
$981M
$13.5K ﹤0.01%
+1,328
BBD icon
1864
Banco Bradesco
BBD
$40.9B
$13.5K ﹤0.01%
3,987
-6,841
UFPI icon
1865
UFP Industries
UFPI
$5.21B
$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
$2.58B
$13.5K ﹤0.01%
+310
SPBO icon
1868
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$1.85B
$13.5K ﹤0.01%
+454
DAX icon
1869
Global X DAX Germany ETF
DAX
$272M
$13.4K ﹤0.01%
+300
AVXL icon
1870
Anavex Life Sciences
AVXL
$430M
$13.3K ﹤0.01%
+1,500
KBH icon
1871
KB Home
KBH
$3.53B
$13.3K ﹤0.01%
+209
KBR icon
1872
KBR
KBR
$4.79B
$13.2K ﹤0.01%
+280
GRBK icon
1873
Green Brick Partners
GRBK
$2.85B
$13.2K ﹤0.01%
+179
GKOS icon
1874
Glaukos
GKOS
$5.99B
$13.2K ﹤0.01%
+162
NTRA icon
1875
Natera
NTRA
$27.9B
$13.2K ﹤0.01%
+82