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
CRVL icon
2226
CorVel
CRVL
$2.66B
$6.35K ﹤0.01%
+82
FCPT icon
2227
Four Corners Property Trust
FCPT
$2.79B
$6.34K ﹤0.01%
+260
MSEX icon
2228
Middlesex Water
MSEX
$952M
$6.33K ﹤0.01%
+117
SPUU icon
2229
Direxion Daily S&P 500 Bull 2X ETF
SPUU
$194M
$6.33K ﹤0.01%
+35
FTCS icon
2230
First Trust Capital Strength ETF
FTCS
$8.09B
$6.27K ﹤0.01%
+67
CROX icon
2231
Crocs
CROX
$4.04B
$6.27K ﹤0.01%
+75
MORN icon
2232
Morningstar
MORN
$7.1B
$6.26K ﹤0.01%
+27
AVDE icon
2233
Avantis International Equity ETF
AVDE
$14.1B
$6.23K ﹤0.01%
+79
BGC icon
2234
BGC Group
BGC
$4.33B
$6.21K ﹤0.01%
+657
SWBI icon
2235
Smith & Wesson
SWBI
$623M
$6.21K ﹤0.01%
+632
HAFC icon
2236
Hanmi Financial
HAFC
$753M
$6.2K ﹤0.01%
+251
VISN
2237
Vistance Networks Inc
VISN
$4B
$6.19K ﹤0.01%
+400
UDR icon
2238
UDR
UDR
$11.8B
$6.11K ﹤0.01%
+164
NPO icon
2239
Enpro
NPO
$5.41B
$6.1K ﹤0.01%
+27
HAS icon
2240
Hasbro
HAS
$13.3B
$6.07K ﹤0.01%
+80
ERIE icon
2241
Erie Indemnity
ERIE
$12.7B
$6.04K ﹤0.01%
+19
AIR icon
2242
AAR Corp
AIR
$4.29B
$6.01K ﹤0.01%
+67
SERV
2243
Serve Robotics
SERV
$795M
$6K ﹤0.01%
+516
CNOB icon
2244
Center Bancorp
CNOB
$1.28B
$5.98K ﹤0.01%
+241
KGC icon
2245
Kinross Gold
KGC
$39.1B
$5.92K ﹤0.01%
+238
BRKR icon
2246
Bruker
BRKR
$5.6B
$5.89K ﹤0.01%
+181
UCTT
2247
Ultra Clean Holdings
UCTT
$2.61B
$5.89K ﹤0.01%
+216
PBH icon
2248
Prestige Consumer Healthcare
PBH
$3.07B
$5.87K ﹤0.01%
+94
SNN icon
2249
Smith & Nephew
SNN
$14.2B
$5.84K ﹤0.01%
+161
IGSB icon
2250
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.5B
$5.83K ﹤0.01%
+110