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
NOG icon
1926
Northern Oil and Gas
NOG
$2.1B
$11.8K ﹤0.01%
+474
HOG icon
1927
Harley-Davidson
HOG
$2.51B
$11.7K ﹤0.01%
+421
KRG icon
1928
Kite Realty
KRG
$5.14B
$11.7K ﹤0.01%
+525
AVNT icon
1929
Avient
AVNT
$2.85B
$11.7K ﹤0.01%
+355
BCE icon
1930
BCE
BCE
$21.3B
$11.7K ﹤0.01%
+500
FFIN icon
1931
First Financial Bankshares
FFIN
$4.45B
$11.7K ﹤0.01%
+347
OUT icon
1932
Outfront Media
OUT
$4B
$11.7K ﹤0.01%
+636
GEN icon
1933
Gen Digital
GEN
$17B
$11.6K ﹤0.01%
+410
HOLX icon
1934
Hologic
HOLX
$16.7B
$11.6K ﹤0.01%
+172
NEU icon
1935
NewMarket
NEU
$6.85B
$11.6K ﹤0.01%
+14
AVTR icon
1936
Avantor
AVTR
$7.68B
$11.6K ﹤0.01%
+927
FBK icon
1937
FB Financial Corp
FBK
$3.04B
$11.5K ﹤0.01%
+207
MATX icon
1938
Matsons
MATX
$3.89B
$11.5K ﹤0.01%
+117
SXT icon
1939
Sensient Technologies
SXT
$4.11B
$11.4K ﹤0.01%
+122
STPZ icon
1940
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$431M
$11.4K ﹤0.01%
+211
SPHR icon
1941
Sphere Entertainment
SPHR
$3.29B
$11.4K ﹤0.01%
+184
SRPT icon
1942
Sarepta Therapeutics
SRPT
$2.2B
$11.4K ﹤0.01%
+593
PODD icon
1943
Insulet
PODD
$20.4B
$11.4K ﹤0.01%
+37
BTCO icon
1944
Invesco Galaxy Bitcoin ETF
BTCO
$714M
$11.4K ﹤0.01%
+100
IQSU icon
1945
IQ Candriam US Large Cap Equity ETF
IQSU
$268M
$11.4K ﹤0.01%
+214
FSIG icon
1946
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.42B
$11.4K ﹤0.01%
+591
LGND icon
1947
Ligand Pharmaceuticals
LGND
$3.94B
$11.3K ﹤0.01%
+64
GVA icon
1948
Granite Construction
GVA
$5.04B
$11.3K ﹤0.01%
+103
BBH icon
1949
VanEck Biotech ETF
BBH
$381M
$11.3K ﹤0.01%
+68
BCC icon
1950
Boise Cascade
BCC
$2.77B
$11.2K ﹤0.01%
+145