WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $12.6B
1-Year Est. Return 16.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.52%
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 +$117M
2 +$25.2M
3 +$19.1M
4
VV icon
Vanguard Large-Cap ETF
VV
+$16.6M
5
JNJ icon
Johnson & Johnson
JNJ
+$14.8M

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
$429M
$7.14K ﹤0.01%
+375
HL icon
2177
Hecla Mining
HL
$14.2B
$7.14K ﹤0.01%
+590
CWK icon
2178
Cushman & Wakefield Ltd
CWK
$2.8B
$7.13K ﹤0.01%
+448
CWST icon
2179
Casella Waste Systems
CWST
$5.6B
$7.12K ﹤0.01%
+75
SHC icon
2180
Sotera Health
SHC
$3.96B
$7.08K ﹤0.01%
+450
RRR icon
2181
Red Rock Resorts
RRR
$3.49B
$7.02K ﹤0.01%
+115
BANR icon
2182
Banner Corp
BANR
$2.01B
$7.01K ﹤0.01%
+107
BSY icon
2183
Bentley Systems
BSY
$11.7B
$7K ﹤0.01%
+136
IMKTA icon
2184
Ingles Markets
IMKTA
$1.62B
$6.96K ﹤0.01%
+100
BHE icon
2185
Benchmark Electronics
BHE
$1.95B
$6.94K ﹤0.01%
+180
ETH
2186
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.67B
$6.9K ﹤0.01%
+176
ALSN icon
2187
Allison Transmission
ALSN
$9.37B
$6.88K ﹤0.01%
+81
ONC
2188
BeOne Medicines Ltd
ONC
$33.2B
$6.81K ﹤0.01%
+20
GLIBK
2189
GCI Liberty Inc Series C
GLIBK
$1.48B
$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
$651M
$6.75K ﹤0.01%
+274
XHR
2192
Xenia Hotels & Resorts
XHR
$1.36B
$6.74K ﹤0.01%
+491
ADUR
2193
Aduro Clean Technologies
ADUR
$387M
$6.71K ﹤0.01%
+501
NMR icon
2194
Nomura Holdings
NMR
$22.8B
$6.7K ﹤0.01%
+922
GNW icon
2195
Genworth Financial
GNW
$3.23B
$6.69K ﹤0.01%
+752
EMBC icon
2196
Embecta
EMBC
$533M
$6.67K ﹤0.01%
+473
IBOC icon
2197
International Bancshares
IBOC
$4.17B
$6.67K ﹤0.01%
+97
CE icon
2198
Celanese
CE
$5.81B
$6.65K ﹤0.01%
+158
LBTYA icon
2199
Liberty Global Class A
LBTYA
$4.09B
$6.65K ﹤0.01%
+580
WU icon
2200
Western Union
WU
$3.08B
$6.64K ﹤0.01%
+831