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
TDC icon
2076
Teradata
TDC
$2.84B
$8.65K ﹤0.01%
+402
QFIN icon
2077
Qfin Holdings
QFIN
$2.52B
$8.63K ﹤0.01%
+300
HLNE icon
2078
Hamilton Lane
HLNE
$5.9B
$8.63K ﹤0.01%
+64
SMHX
2079
VanEck Fabless Semiconductor ETF
SMHX
$169M
$8.61K ﹤0.01%
+225
NWSA icon
2080
News Corp Class A
NWSA
$14.6B
$8.6K ﹤0.01%
+280
SPFI icon
2081
South Plains Financial
SPFI
$655M
$8.58K ﹤0.01%
+222
HOMB icon
2082
Home BancShares
HOMB
$5.59B
$8.58K ﹤0.01%
+303
LAC
2083
Lithium Americas
LAC
$1.46B
$8.56K ﹤0.01%
+1,500
HOPE icon
2084
Hope Bancorp
HOPE
$1.46B
$8.55K ﹤0.01%
+794
ACIW icon
2085
ACI Worldwide
ACIW
$4.97B
$8.55K ﹤0.01%
+162
NVST icon
2086
Envista
NVST
$3.63B
$8.54K ﹤0.01%
+419
TDW icon
2087
Tidewater
TDW
$2.5B
$8.53K ﹤0.01%
+160
PEGA icon
2088
Pegasystems
PEGA
$10.2B
$8.51K ﹤0.01%
+148
AZTA icon
2089
Azenta
AZTA
$1.58B
$8.47K ﹤0.01%
+295
ALGM icon
2090
Allegro MicroSystems
ALGM
$4.95B
$8.47K ﹤0.01%
+290
SFBS icon
2091
ServisFirst Bancshares
SFBS
$4.04B
$8.46K ﹤0.01%
+105
EPRT icon
2092
Essential Properties Realty Trust
EPRT
$6.05B
$8.45K ﹤0.01%
+284
BRBR icon
2093
BellRing Brands
BRBR
$3.43B
$8.43K ﹤0.01%
+232
INBX icon
2094
Inhibrx
INBX
$1.29B
$8.42K ﹤0.01%
+250
CENX icon
2095
Century Aluminum
CENX
$3.35B
$8.4K ﹤0.01%
+286
FELC icon
2096
Fidelity Enhanced Large Cap Core ETF
FELC
$5.89B
$8.39K ﹤0.01%
+225
MDB icon
2097
MongoDB
MDB
$34.8B
$8.38K ﹤0.01%
+27
NXRT
2098
NexPoint Residential Trust
NXRT
$711M
$8.38K ﹤0.01%
+260
ARGT icon
2099
Global X MSCI Argentina ETF
ARGT
$784M
$8.37K ﹤0.01%
+120
KSA icon
2100
iShares MSCI Saudi Arabia ETF
KSA
$634M
$8.36K ﹤0.01%
+206