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
SIG icon
1876
Signet Jewelers
SIG
$3.39B
$13.1K ﹤0.01%
+137
IBP icon
1877
Installed Building Products
IBP
$7.21B
$13.1K ﹤0.01%
+53
VNQI icon
1878
Vanguard Global ex-US Real Estate ETF
VNQI
$3.42B
$13K ﹤0.01%
+273
OXY.WS icon
1879
Occidental Petroleum Corp Warrants
OXY.WS
$16.7B
$13K ﹤0.01%
+511
BLV icon
1880
Vanguard Long-Term Bond ETF
BLV
$5.74B
$13K ﹤0.01%
+183
M icon
1881
Macy's
M
$6.34B
$12.9K ﹤0.01%
+720
WST icon
1882
West Pharmaceutical
WST
$19.6B
$12.9K ﹤0.01%
+49
HAE icon
1883
Haemonetics
HAE
$3.75B
$12.8K ﹤0.01%
+263
PRVA icon
1884
Privia Health
PRVA
$2.91B
$12.8K ﹤0.01%
+513
LOGI icon
1885
Logitech
LOGI
$15.3B
$12.7K ﹤0.01%
+116
CALX icon
1886
Calix
CALX
$3.62B
$12.7K ﹤0.01%
+207
STEM icon
1887
Stem
STEM
$140M
$12.7K ﹤0.01%
+723
GTES icon
1888
Gates Industrial
GTES
$5.58B
$12.7K ﹤0.01%
+510
UP icon
1889
Wheels Up
UP
$477M
$12.7K ﹤0.01%
+6,879
CNXC icon
1890
Concentrix
CNXC
$2.59B
$12.6K ﹤0.01%
+274
MANU icon
1891
Manchester United
MANU
$2.73B
$12.6K ﹤0.01%
+834
EMXC icon
1892
iShares MSCI Emerging Markets ex China ETF
EMXC
$13B
$12.6K ﹤0.01%
+187
KB icon
1893
KB Financial Group
KB
$30.9B
$12.6K ﹤0.01%
+152
KVUE icon
1894
Kenvue
KVUE
$32.6B
$12.6K ﹤0.01%
+776
SHOO icon
1895
Steven Madden
SHOO
$3.13B
$12.6K ﹤0.01%
+376
GFI icon
1896
Gold Fields
GFI
$40.4B
$12.6K ﹤0.01%
+300
PR icon
1897
Permian Resources
PR
$10.3B
$12.5K ﹤0.01%
+977
NEXN
1898
Nexxen International
NEXN
$369M
$12.5K ﹤0.01%
+1,350
PEY icon
1899
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.04B
$12.5K ﹤0.01%
+591
ECG
1900
Everus Construction Group
ECG
$4.54B
$12.4K ﹤0.01%
+145