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
CHRD icon
2026
Chord Energy
CHRD
$5.16B
$9.64K ﹤0.01%
+97
POR icon
2027
Portland General Electric
POR
$5.42B
$9.64K ﹤0.01%
+219
GDTC icon
2028
CytoMed Therapeutics
GDTC
$19.1M
$9.62K ﹤0.01%
+4,835
JXN icon
2029
Jackson Financial
JXN
$7.32B
$9.62K ﹤0.01%
+95
DCO icon
2030
Ducommun
DCO
$1.4B
$9.61K ﹤0.01%
+100
INVA icon
2031
Innoviva
INVA
$1.51B
$9.58K ﹤0.01%
+525
SMTC icon
2032
Semtech
SMTC
$6.77B
$9.57K ﹤0.01%
+134
AGQ icon
2033
ProShares Ultra Silver
AGQ
$1.95B
$9.53K ﹤0.01%
+125
CF icon
2034
CF Industries
CF
$12.3B
$9.51K ﹤0.01%
+106
WYNN icon
2035
Wynn Resorts
WYNN
$13.4B
$9.49K ﹤0.01%
+74
HXL icon
2036
Hexcel
HXL
$5.95B
$9.47K ﹤0.01%
+151
AVEM icon
2037
Avantis Emerging Markets Equity ETF
AVEM
$15.1B
$9.46K ﹤0.01%
+126
ASPN icon
2038
Aspen Aerogels
ASPN
$238M
$9.43K ﹤0.01%
+1,355
PWZ icon
2039
Invesco California AMT-Free Municipal Bond ETF
PWZ
$1.09B
$9.4K ﹤0.01%
+393
AEIS icon
2040
Advanced Energy
AEIS
$8.11B
$9.36K ﹤0.01%
+55
PTC icon
2041
PTC
PTC
$21.2B
$9.34K ﹤0.01%
+46
KAI icon
2042
Kadant
KAI
$3.38B
$9.31K ﹤0.01%
+31
VTR icon
2043
Ventas
VTR
$37.4B
$9.3K ﹤0.01%
+133
YETI icon
2044
Yeti Holdings
YETI
$3.45B
$9.29K ﹤0.01%
+280
ALNY icon
2045
Alnylam Pharmaceuticals
ALNY
$53.5B
$9.26K ﹤0.01%
+20
DSGX icon
2046
Descartes Systems
DSGX
$7.7B
$9.23K ﹤0.01%
+98
AL icon
2047
Air Lease Corp
AL
$7.16B
$9.23K ﹤0.01%
+145
BSM icon
2048
Black Stone Minerals
BSM
$2.88B
$9.2K ﹤0.01%
+700
SWKS icon
2049
Skyworks Solutions
SWKS
$9.7B
$9.18K ﹤0.01%
+119
ARTY
2050
iShares Future AI & Tech ETF
ARTY
$1.94B
$9.16K ﹤0.01%
+200