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
CRVL icon
2226
CorVel
CRVL
$3.6B
$6.35K ﹤0.01%
+82
FCPT icon
2227
Four Corners Property Trust
FCPT
$2.48B
$6.34K ﹤0.01%
+260
MSEX icon
2228
Middlesex Water
MSEX
$981M
$6.33K ﹤0.01%
+117
SPUU icon
2229
Direxion Daily S&P 500 Bull 2X Shares
SPUU
$232M
$6.33K ﹤0.01%
+35
FTCS icon
2230
First Trust Capital Strength ETF
FTCS
$8.14B
$6.27K ﹤0.01%
+67
CROX icon
2231
Crocs
CROX
$4.64B
$6.27K ﹤0.01%
+75
MORN icon
2232
Morningstar
MORN
$8.59B
$6.26K ﹤0.01%
+27
AVDE icon
2233
Avantis International Equity ETF
AVDE
$11.1B
$6.23K ﹤0.01%
+79
BGC icon
2234
BGC Group
BGC
$4.19B
$6.21K ﹤0.01%
+657
SWBI icon
2235
Smith & Wesson
SWBI
$457M
$6.21K ﹤0.01%
+632
HAFC icon
2236
Hanmi Financial
HAFC
$864M
$6.2K ﹤0.01%
+251
COMM icon
2237
CommScope
COMM
$3.95B
$6.19K ﹤0.01%
+400
UDR icon
2238
UDR
UDR
$11.9B
$6.11K ﹤0.01%
+164
NPO icon
2239
Enpro
NPO
$4.33B
$6.1K ﹤0.01%
+27
HAS icon
2240
Hasbro
HAS
$11.5B
$6.07K ﹤0.01%
+80
ERIE icon
2241
Erie Indemnity
ERIE
$15.1B
$6.04K ﹤0.01%
+19
AIR icon
2242
AAR Corp
AIR
$3.24B
$6.01K ﹤0.01%
+67
SERV
2243
Serve Robotics
SERV
$754M
$6K ﹤0.01%
+516
CNOB icon
2244
Center Bancorp
CNOB
$1.42B
$5.98K ﹤0.01%
+241
KGC icon
2245
Kinross Gold
KGC
$33.8B
$5.92K ﹤0.01%
+238
BRKR icon
2246
Bruker
BRKR
$6.79B
$5.89K ﹤0.01%
+181
UCTT icon
2247
Ultra Clean Holdings
UCTT
$1.15B
$5.89K ﹤0.01%
+216
PBH icon
2248
Prestige Consumer Healthcare
PBH
$2.98B
$5.87K ﹤0.01%
+94
SNN icon
2249
Smith & Nephew
SNN
$13.9B
$5.84K ﹤0.01%
+161
IGSB icon
2250
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.8B
$5.83K ﹤0.01%
+110