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
PCH icon
2251
PotlatchDeltic
PCH
$3.1B
$5.83K ﹤0.01%
+143
CCEP icon
2252
Coca-Cola Europacific Partners
CCEP
$41.1B
$5.82K ﹤0.01%
+64
DEI icon
2253
Douglas Emmett
DEI
$1.88B
$5.82K ﹤0.01%
+374
PLUS icon
2254
ePlus
PLUS
$2.35B
$5.82K ﹤0.01%
+82
PSO icon
2255
Pearson
PSO
$8.95B
$5.82K ﹤0.01%
+411
CNNE icon
2256
Cannae Holdings
CNNE
$826M
$5.8K ﹤0.01%
+317
ONON icon
2257
On Holding
ONON
$16B
$5.8K ﹤0.01%
+137
ARCB icon
2258
ArcBest
ARCB
$1.81B
$5.8K ﹤0.01%
+83
KOP icon
2259
Koppers
KOP
$552M
$5.8K ﹤0.01%
+207
TPVG icon
2260
TriplePoint Venture Growth BDC
TPVG
$254M
$5.77K ﹤0.01%
+1,000
WHD icon
2261
Cactus
WHD
$3.06B
$5.76K ﹤0.01%
+146
OPK icon
2262
Opko Health
OPK
$1.01B
$5.74K ﹤0.01%
+3,700
EWG icon
2263
iShares MSCI Germany ETF
EWG
$1.74B
$5.7K ﹤0.01%
+137
SFNC icon
2264
Simmons First National
SFNC
$2.82B
$5.69K ﹤0.01%
+297
LTC
2265
LTC Properties
LTC
$1.64B
$5.68K ﹤0.01%
+154
SNDR icon
2266
Schneider National
SNDR
$4.72B
$5.63K ﹤0.01%
+266
EDU icon
2267
New Oriental
EDU
$8.81B
$5.63K ﹤0.01%
+106
PTEN icon
2268
Patterson-UTI
PTEN
$2.19B
$5.63K ﹤0.01%
+1,086
MNDY icon
2269
monday.com
MNDY
$7.5B
$5.62K ﹤0.01%
+29
IX icon
2270
ORIX
IX
$32.1B
$5.62K ﹤0.01%
+215
SSYS icon
2271
Stratasys
SSYS
$775M
$5.6K ﹤0.01%
+500
SXC icon
2272
SunCoke Energy
SXC
$607M
$5.58K ﹤0.01%
+684
SMBS
2273
Schwab Mortgage-Backed Securities ETF
SMBS
$5.8B
$5.58K ﹤0.01%
+217
RDY icon
2274
Dr. Reddy's Laboratories
RDY
$11.6B
$5.58K ﹤0.01%
+399
DLB icon
2275
Dolby
DLB
$6.36B
$5.57K ﹤0.01%
+77