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
CNS icon
2151
Cohen & Steers
CNS
$3.21B
$7.48K ﹤0.01%
+114
MSGE icon
2152
Madison Square Garden
MSGE
$2.45B
$7.46K ﹤0.01%
+165
PENN icon
2153
PENN Entertainment
PENN
$1.96B
$7.45K ﹤0.01%
+387
EQAL icon
2154
Invesco Russell 1000 Equal Weight ETF
EQAL
$690M
$7.45K ﹤0.01%
+143
VC icon
2155
Visteon
VC
$2.73B
$7.43K ﹤0.01%
+62
NUVB icon
2156
Nuvation Bio
NUVB
$3.08B
$7.4K ﹤0.01%
+2,000
MOD icon
2157
Modine Manufacturing
MOD
$7.05B
$7.39K ﹤0.01%
+52
BFAM icon
2158
Bright Horizons
BFAM
$5.85B
$7.38K ﹤0.01%
+68
ERIC icon
2159
Ericsson
ERIC
$32B
$7.37K ﹤0.01%
+891
LEA icon
2160
Lear
LEA
$6.08B
$7.34K ﹤0.01%
+73
VBTX
2161
DELISTED
Veritex Holdings
VBTX
$7.31K ﹤0.01%
+218
SKT icon
2162
Tanger
SKT
$3.96B
$7.31K ﹤0.01%
+216
DFJ icon
2163
WisdomTree Japan SmallCap Dividend Fund
DFJ
$323M
$7.3K ﹤0.01%
+77
ZWS icon
2164
Zurn Elkay Water Solutions
ZWS
$7.93B
$7.29K ﹤0.01%
+155
GAB icon
2165
Gabelli Equity Trust
GAB
$1.91B
$7.28K ﹤0.01%
+1,196
BEAM icon
2166
Beam Therapeutics
BEAM
$2.66B
$7.28K ﹤0.01%
+300
NJR icon
2167
New Jersey Resources
NJR
$4.81B
$7.27K ﹤0.01%
+151
VRRM icon
2168
Verra Mobility
VRRM
$3.5B
$7.26K ﹤0.01%
+294
CPF icon
2169
Central Pacific Financial
CPF
$887M
$7.25K ﹤0.01%
+239
DOCN icon
2170
DigitalOcean
DOCN
$4.2B
$7.24K ﹤0.01%
+212
TREX icon
2171
Trex
TREX
$3.83B
$7.23K ﹤0.01%
+140
TSEM icon
2172
Tower Semiconductor
TSEM
$13.1B
$7.23K ﹤0.01%
+100
MUFG icon
2173
Mitsubishi UFJ Financial
MUFG
$177B
$7.22K ﹤0.01%
+453
VSAT icon
2174
Viasat
VSAT
$4.38B
$7.18K ﹤0.01%
+245
DTCR icon
2175
Global X Data Center & Digital Infrastructure ETF
DTCR
$696M
$7.17K ﹤0.01%
+350