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
ICLR icon
2126
Icon
ICLR
$13.5B
$7.88K ﹤0.01%
+45
MGY icon
2127
Magnolia Oil & Gas
MGY
$4B
$7.83K ﹤0.01%
+328
SDRL icon
2128
Seadrill
SDRL
$1.89B
$7.83K ﹤0.01%
+259
RAMP icon
2129
LiveRamp
RAMP
$1.88B
$7.82K ﹤0.01%
+288
QWLD icon
2130
SPDR MSCI World StrategicFactors ETF
QWLD
$174M
$7.79K ﹤0.01%
+56
BIRK icon
2131
Birkenstock
BIRK
$7.47B
$7.78K ﹤0.01%
+172
FDT icon
2132
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
$772M
$7.76K ﹤0.01%
+103
GOLD
2133
Gold.com, Inc.
GOLD
$830M
$7.76K ﹤0.01%
+300
RHI icon
2134
Robert Half
RHI
$2.83B
$7.75K ﹤0.01%
+228
INDB icon
2135
Independent Bank
INDB
$3.78B
$7.75K ﹤0.01%
+112
CSGS icon
2136
CSG Systems International
CSGS
$2.2B
$7.73K ﹤0.01%
+120
IQSI icon
2137
IQ Candriam International Equity ETF
IQSI
$213M
$7.73K ﹤0.01%
+227
SNAP icon
2138
Snap
SNAP
$12.8B
$7.71K ﹤0.01%
+1,000
WDFC icon
2139
WD-40
WDFC
$2.78B
$7.71K ﹤0.01%
+39
NWS icon
2140
News Corp Class B
NWS
$16.6B
$7.71K ﹤0.01%
+223
AXTA icon
2141
Axalta
AXTA
$6.85B
$7.67K ﹤0.01%
+268
BHC icon
2142
Bausch Health
BHC
$2.57B
$7.64K ﹤0.01%
+1,185
ASH icon
2143
Ashland
ASH
$2.71B
$7.62K ﹤0.01%
+159
WOR icon
2144
Worthington Enterprises
WOR
$2.58B
$7.6K ﹤0.01%
+137
NTES icon
2145
NetEase
NTES
$87.4B
$7.6K ﹤0.01%
+50
BATRK icon
2146
Atlanta Braves Holdings Series B
BATRK
$2.51B
$7.57K ﹤0.01%
+182
HUBG icon
2147
HUB Group
HUBG
$2.68B
$7.54K ﹤0.01%
+219
NOK icon
2148
Nokia
NOK
$35.5B
$7.53K ﹤0.01%
+1,566
SPSC icon
2149
SPS Commerce
SPSC
$3.44B
$7.52K ﹤0.01%
+72
AKAM icon
2150
Akamai
AKAM
$12.8B
$7.5K ﹤0.01%
+99