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
FLBR icon
2176
Franklin FTSE Brazil ETF
FLBR
$263M
$7.14K ﹤0.01%
+375
HL icon
2177
Hecla Mining
HL
$12.8B
$7.14K ﹤0.01%
+590
CWK icon
2178
Cushman & Wakefield Ltd.
CWK
$3.68B
$7.13K ﹤0.01%
+448
CWST icon
2179
Casella Waste Systems
CWST
$6.39B
$7.12K ﹤0.01%
+75
SHC icon
2180
Sotera Health
SHC
$4.86B
$7.08K ﹤0.01%
+450
RRR icon
2181
Red Rock Resorts
RRR
$3.76B
$7.02K ﹤0.01%
+115
BANR icon
2182
Banner Corp
BANR
$2.3B
$7.01K ﹤0.01%
+107
BSY icon
2183
Bentley Systems
BSY
$12.1B
$7K ﹤0.01%
+136
IMKTA icon
2184
Ingles Markets
IMKTA
$1.39B
$6.96K ﹤0.01%
+100
BHE icon
2185
Benchmark Electronics
BHE
$1.57B
$6.94K ﹤0.01%
+180
ETH
2186
Grayscale Ethereum Mini Trust ETF
ETH
$2.06B
$6.9K ﹤0.01%
+176
ALSN icon
2187
Allison Transmission
ALSN
$8.26B
$6.88K ﹤0.01%
+81
ONC
2188
BeOne Medicines Ltd
ONC
$34B
$6.81K ﹤0.01%
+20
GLIBK
2189
GCI Liberty Inc Series C
GLIBK
$1.12B
$6.78K ﹤0.01%
+182
AMSC icon
2190
American Superconductor
AMSC
$1.46B
$6.77K ﹤0.01%
+114
JETS icon
2191
US Global Jets ETF
JETS
$833M
$6.75K ﹤0.01%
+274
XHR
2192
Xenia Hotels & Resorts
XHR
$1.43B
$6.74K ﹤0.01%
+491
ADUR
2193
Aduro Clean Technologies
ADUR
$382M
$6.71K ﹤0.01%
+501
NMR icon
2194
Nomura Holdings
NMR
$24.1B
$6.7K ﹤0.01%
+922
GNW icon
2195
Genworth Financial
GNW
$3.66B
$6.69K ﹤0.01%
+752
EMBC icon
2196
Embecta
EMBC
$685M
$6.67K ﹤0.01%
+473
IBOC icon
2197
International Bancshares
IBOC
$4.46B
$6.67K ﹤0.01%
+97
CE icon
2198
Celanese
CE
$4.7B
$6.65K ﹤0.01%
+158
LBTYA icon
2199
Liberty Global Class A
LBTYA
$3.67B
$6.65K ﹤0.01%
+580
WU icon
2200
Western Union
WU
$3.05B
$6.64K ﹤0.01%
+831