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
UNFI icon
1901
United Natural Foods
UNFI
$2.05B
$12.3K ﹤0.01%
+327
MJ icon
1902
Amplify Alternative Harvest ETF
MJ
$171M
$12.3K ﹤0.01%
+328
CHDN icon
1903
Churchill Downs
CHDN
$8B
$12.2K ﹤0.01%
+126
CLSK icon
1904
CleanSpark
CLSK
$3.07B
$12.2K ﹤0.01%
+843
MSOS icon
1905
AdvisorShares Pure US Cannabis ETF
MSOS
$889M
$12.2K ﹤0.01%
+2,546
QLYS icon
1906
Qualys
QLYS
$5.12B
$12.2K ﹤0.01%
+92
PKX icon
1907
POSCO
PKX
$15.4B
$12.2K ﹤0.01%
+247
BKLN icon
1908
Invesco Senior Loan ETF
BKLN
$6.6B
$12.1K ﹤0.01%
+579
WAFD icon
1909
WaFd
WAFD
$2.56B
$12.1K ﹤0.01%
+399
RLI icon
1910
RLI Corp
RLI
$6.03B
$12.1K ﹤0.01%
+185
RMTI icon
1911
Rockwell Medical
RMTI
$33.5M
$12.1K ﹤0.01%
10,045
FCFS icon
1912
FirstCash
FCFS
$7.11B
$12K ﹤0.01%
+76
IOVA icon
1913
Iovance Biotherapeutics
IOVA
$984M
$12K ﹤0.01%
+5,545
UHT
1914
Universal Health Realty Income Trust
UHT
$575M
$12K ﹤0.01%
+307
ROIV icon
1915
Roivant Sciences
ROIV
$15.6B
$11.9K ﹤0.01%
+787
BXP icon
1916
Boston Properties
BXP
$10.9B
$11.9K ﹤0.01%
+160
EZU icon
1917
iShare MSCI Eurozone ETF
EZU
$8.64B
$11.9K ﹤0.01%
+192
MRP
1918
Millrose Properties Inc
MRP
$4.88B
$11.9K ﹤0.01%
+353
PFBC icon
1919
Preferred Bank
PFBC
$1.22B
$11.8K ﹤0.01%
+131
TNL icon
1920
Travel + Leisure Co
TNL
$4.64B
$11.8K ﹤0.01%
+199
GLOB icon
1921
Globant
GLOB
$3.06B
$11.8K ﹤0.01%
+206
BANC icon
1922
Banc of California
BANC
$3.06B
$11.8K ﹤0.01%
+713
WES icon
1923
Western Midstream Partners
WES
$15.9B
$11.8K ﹤0.01%
+300
IXG icon
1924
iShares Global Financials ETF
IXG
$642M
$11.8K ﹤0.01%
+101
DBX icon
1925
Dropbox
DBX
$7.18B
$11.8K ﹤0.01%
+390