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
UNFI icon
1901
United Natural Foods
UNFI
$2.3B
$12.3K ﹤0.01%
+327
MJ icon
1902
Amplify Alternative Harvest ETF
MJ
$125M
$12.3K ﹤0.01%
+328
CHDN icon
1903
Churchill Downs
CHDN
$5.83B
$12.2K ﹤0.01%
+126
CLSK icon
1904
CleanSpark
CLSK
$2.51B
$12.2K ﹤0.01%
+843
MSOS icon
1905
AdvisorShares Pure US Cannabis ETF
MSOS
$770M
$12.2K ﹤0.01%
+2,546
QLYS icon
1906
Qualys
QLYS
$3.4B
$12.2K ﹤0.01%
+92
PKX icon
1907
POSCO
PKX
$18.1B
$12.2K ﹤0.01%
+247
BKLN icon
1908
Invesco Senior Loan ETF
BKLN
$6.16B
$12.1K ﹤0.01%
+579
WAFD icon
1909
WaFd
WAFD
$2.33B
$12.1K ﹤0.01%
+399
RLI icon
1910
RLI Corp
RLI
$5.56B
$12.1K ﹤0.01%
+185
RMTI icon
1911
Rockwell Medical
RMTI
$34.9M
$12.1K ﹤0.01%
10,045
FCFS icon
1912
FirstCash
FCFS
$8.58B
$12K ﹤0.01%
+76
IOVA icon
1913
Iovance Biotherapeutics
IOVA
$1.99B
$12K ﹤0.01%
+5,545
UHT
1914
Universal Health Realty Income Trust
UHT
$598M
$12K ﹤0.01%
+307
ROIV icon
1915
Roivant Sciences
ROIV
$21.3B
$11.9K ﹤0.01%
+787
BXP icon
1916
Boston Properties
BXP
$8.48B
$11.9K ﹤0.01%
+160
EZU icon
1917
iShare MSCI Eurozone ETF
EZU
$9.54B
$11.9K ﹤0.01%
+192
MRP
1918
Millrose Properties Inc
MRP
$4.91B
$11.9K ﹤0.01%
+353
PFBC icon
1919
Preferred Bank
PFBC
$1.08B
$11.8K ﹤0.01%
+131
TNL icon
1920
Travel + Leisure Co
TNL
$4.44B
$11.8K ﹤0.01%
+199
GLOB icon
1921
Globant
GLOB
$2.06B
$11.8K ﹤0.01%
+206
BANC icon
1922
Banc of California
BANC
$2.67B
$11.8K ﹤0.01%
+713
WES icon
1923
Western Midstream Partners
WES
$15.8B
$11.8K ﹤0.01%
+300
IXG icon
1924
iShares Global Financials ETF
IXG
$596M
$11.8K ﹤0.01%
+101
DBX icon
1925
Dropbox
DBX
$6.15B
$11.8K ﹤0.01%
+390