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
MAC icon
1976
Macerich
MAC
$4.97B
$10.7K ﹤0.01%
+589
TEAM icon
1977
Atlassian
TEAM
$19.9B
$10.7K ﹤0.01%
+67
CDP icon
1978
COPT Defense Properties
CDP
$3.62B
$10.7K ﹤0.01%
+368
AAON icon
1979
Aaon
AAON
$7.46B
$10.7K ﹤0.01%
+114
UA icon
1980
Under Armour Class C
UA
$2.68B
$10.6K ﹤0.01%
+2,192
URAA
1981
Direxion Daily Uranium Industry Bull 2X ETF
URAA
$53.2M
$10.5K ﹤0.01%
+251
BBT
1982
Beacon Financial Corp
BBT
$2.39B
$10.5K ﹤0.01%
+443
LYTS icon
1983
LSI Industries
LYTS
$711M
$10.4K ﹤0.01%
+441
MMSI icon
1984
Merit Medical Systems
MMSI
$4.16B
$10.4K ﹤0.01%
+125
TGNA icon
1985
TEGNA Inc
TGNA
$3.31B
$10.4K ﹤0.01%
+509
ALGN icon
1986
Align Technology
ALGN
$12.5B
$10.4K ﹤0.01%
+83
MOG.A icon
1987
Moog Inc Class A
MOG.A
$9.98B
$10.4K ﹤0.01%
+50
CORN icon
1988
Teucrium Corn Fund
CORN
$50M
$10.4K ﹤0.01%
+595
NLR icon
1989
VanEck Uranium + Nuclear Energy ETF
NLR
$4.77B
$10.3K ﹤0.01%
+76
IBTJ icon
1990
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.2B
$10.3K ﹤0.01%
+469
NXST icon
1991
Nexstar Media Group
NXST
$7.44B
$10.3K ﹤0.01%
+52
CRK icon
1992
Comstock Resources
CRK
$5.92B
$10.2K ﹤0.01%
+516
DAN icon
1993
Dana Inc
DAN
$3.49B
$10.2K ﹤0.01%
+509
CORZ icon
1994
Core Scientific
CORZ
$5.22B
$10.2K ﹤0.01%
+568
IAS
1995
DELISTED
Integral Ad Science
IAS
$10.2K ﹤0.01%
+1,000
PEB icon
1996
Pebblebrook Hotel Trust
PEB
$1.44B
$10.1K ﹤0.01%
+890
TS icon
1997
Tenaris
TS
$27.5B
$10.1K ﹤0.01%
+283
RXO icon
1998
RXO
RXO
$2.09B
$10.1K ﹤0.01%
+655
TKR icon
1999
Timken Company
TKR
$7.19B
$10.1K ﹤0.01%
+134
GPIQ icon
2000
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
$3.1B
$10K ﹤0.01%
+191