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
UCB
1951
United Community Banks
UCB
$3.92B
$11.2K ﹤0.01%
+357
WEX icon
1952
WEX
WEX
$5.17B
$11.2K ﹤0.01%
+71
HI icon
1953
Hillenbrand
HI
$2.23B
$11.1K ﹤0.01%
+412
SMFG icon
1954
Sumitomo Mitsui Financial
SMFG
$123B
$11.1K ﹤0.01%
+663
LPL icon
1955
LG Display
LPL
$4.13B
$11.1K ﹤0.01%
+2,126
FNDC icon
1956
Schwab Fundamental International Small Company Index ETF
FNDC
$2.95B
$11.1K ﹤0.01%
+249
SKM icon
1957
SK Telecom
SKM
$7.6B
$11.1K ﹤0.01%
+513
TOI icon
1958
The Oncology Institute
TOI
$346M
$11.1K ﹤0.01%
+3,169
AUPH icon
1959
Aurinia Pharmaceuticals
AUPH
$2.13B
$11.1K ﹤0.01%
+1,000
MOS icon
1960
The Mosaic Company
MOS
$7.56B
$11K ﹤0.01%
+318
VRTS icon
1961
Virtus Investment Partners
VRTS
$1.09B
$11K ﹤0.01%
+58
FCN icon
1962
FTI Consulting
FCN
$5.44B
$11K ﹤0.01%
+68
FTA icon
1963
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.18B
$10.9K ﹤0.01%
+131
GSIE icon
1964
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.87B
$10.9K ﹤0.01%
+265
THO icon
1965
Thor Industries
THO
$5.6B
$10.9K ﹤0.01%
+105
MTH icon
1966
Meritage Homes
MTH
$4.68B
$10.9K ﹤0.01%
+150
OZK icon
1967
Bank OZK
OZK
$5.29B
$10.9K ﹤0.01%
+213
TRIN icon
1968
Trinity Capital
TRIN
$1.14B
$10.8K ﹤0.01%
+700
FTI icon
1969
TechnipFMC
FTI
$18.1B
$10.8K ﹤0.01%
+274
MT icon
1970
ArcelorMittal
MT
$33.9B
$10.8K ﹤0.01%
+299
BYD icon
1971
Boyd Gaming
BYD
$6.75B
$10.8K ﹤0.01%
+125
EWH icon
1972
iShares MSCI Hong Kong ETF
EWH
$663M
$10.8K ﹤0.01%
+500
CHT icon
1973
Chunghwa Telecom
CHT
$31.9B
$10.8K ﹤0.01%
+247
TYG
1974
Tortoise Energy Infrastructure Corp
TYG
$866M
$10.8K ﹤0.01%
+250
PIPR icon
1975
Piper Sandler
PIPR
$5.77B
$10.8K ﹤0.01%
+31