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
EXAS icon
2201
Exact Sciences
EXAS
$19.2B
$6.62K ﹤0.01%
+121
ITGR icon
2202
Integer Holdings
ITGR
$2.75B
$6.61K ﹤0.01%
+64
CERT icon
2203
Certara
CERT
$1.41B
$6.6K ﹤0.01%
+540
ABM icon
2204
ABM Industries
ABM
$2.66B
$6.6K ﹤0.01%
+143
ATKR icon
2205
Atkore
ATKR
$2.16B
$6.59K ﹤0.01%
+105
SFYF icon
2206
SoFi Social 50 ETF
SFYF
$41M
$6.58K ﹤0.01%
+120
CBUS icon
2207
Cibus
CBUS
$81.2M
$6.58K ﹤0.01%
+5,100
OMCL icon
2208
Omnicell
OMCL
$2.08B
$6.58K ﹤0.01%
+216
ARDX icon
2209
Ardelyx
ARDX
$1.38B
$6.57K ﹤0.01%
+1,193
LVS icon
2210
Las Vegas Sands
LVS
$45.3B
$6.57K ﹤0.01%
+122
DGII icon
2211
Digi International
DGII
$1.64B
$6.56K ﹤0.01%
+180
DEA
2212
Easterly Government Properties
DEA
$1.02B
$6.56K ﹤0.01%
+286
ZD icon
2213
Ziff Davis
ZD
$1.42B
$6.55K ﹤0.01%
+172
MFG icon
2214
Mizuho Financial
MFG
$90B
$6.53K ﹤0.01%
+975
H icon
2215
Hyatt Hotels
H
$15.4B
$6.53K ﹤0.01%
+46
BBIO icon
2216
BridgeBio Pharma
BBIO
$14.3B
$6.49K ﹤0.01%
+125
PATH icon
2217
UiPath
PATH
$8.52B
$6.49K ﹤0.01%
+485
AVA icon
2218
Avista
AVA
$3.14B
$6.47K ﹤0.01%
+171
FETH
2219
Fidelity Ethereum Fund
FETH
$1.17B
$6.44K ﹤0.01%
+155
CASH icon
2220
Pathward Financial
CASH
$1.65B
$6.44K ﹤0.01%
+87
IGIB icon
2221
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$17B
$6.44K ﹤0.01%
+119
CADE icon
2222
Cadence Bank
CADE
$8.09B
$6.42K ﹤0.01%
+171
BAP icon
2223
Credicorp
BAP
$22.3B
$6.39K ﹤0.01%
+24
NUW icon
2224
Nuveen AMT-Free Municipal Value Fund
NUW
$257M
$6.37K ﹤0.01%
+449
VMO icon
2225
Invesco Municipal Opportunity Trust
VMO
$647M
$6.35K ﹤0.01%
+657