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
ICLN icon
2276
iShares Global Clean Energy ETF
ICLN
$1.86B
$5.57K ﹤0.01%
+360
IBIK
2277
iShares iBonds Oct 2034 Term TIPS ETF
IBIK
$85.9M
$5.53K ﹤0.01%
+211
MZTI
2278
The Marzetti Company
MZTI
$4.72B
$5.53K ﹤0.01%
+32
SEIC icon
2279
SEI Investments
SEIC
$10.2B
$5.51K ﹤0.01%
+65
QTWO icon
2280
Q2 Holdings
QTWO
$4.71B
$5.5K ﹤0.01%
+76
RELX icon
2281
RELX
RELX
$73.9B
$5.49K ﹤0.01%
+115
FLO icon
2282
Flowers Foods
FLO
$2.33B
$5.49K ﹤0.01%
+421
HUN icon
2283
Huntsman Corp
HUN
$1.78B
$5.49K ﹤0.01%
+611
CPB icon
2284
Campbell Soup
CPB
$8.55B
$5.47K ﹤0.01%
+173
ALGT icon
2285
Allegiant Air
ALGT
$1.57B
$5.47K ﹤0.01%
+90
FIZZ icon
2286
National Beverage
FIZZ
$3.05B
$5.46K ﹤0.01%
+148
IHG icon
2287
InterContinental Hotels
IHG
$21.2B
$5.46K ﹤0.01%
+45
YOU icon
2288
Clear Secure
YOU
$3.75B
$5.46K ﹤0.01%
+163
PEO
2289
Adams Natural Resources Fund
PEO
$571M
$5.45K ﹤0.01%
+253
FENY icon
2290
Fidelity MSCI Energy Index ETF
FENY
$1.27B
$5.44K ﹤0.01%
+220
AUR icon
2291
Aurora
AUR
$8.09B
$5.43K ﹤0.01%
+1,008
GNL icon
2292
Global Net Lease
GNL
$1.85B
$5.43K ﹤0.01%
+668
BRSP
2293
BrightSpire Capital
BRSP
$771M
$5.43K ﹤0.01%
+1,000
ITB icon
2294
iShares US Home Construction ETF
ITB
$2.62B
$5.36K ﹤0.01%
+50
RYN icon
2295
Rayonier
RYN
$3.35B
$5.36K ﹤0.01%
+202
OII icon
2296
Oceaneering
OII
$2.33B
$5.35K ﹤0.01%
+216
IBGK
2297
iShares iBonds Dec 2054 Term Treasury ETF
IBGK
$3.58M
$5.34K ﹤0.01%
+221
TCMD icon
2298
Tactile Systems Technology
TCMD
$655M
$5.3K ﹤0.01%
+383
TBG icon
2299
TBG Dividend Focus ETF
TBG
$198M
$5.29K ﹤0.01%
+160
FRST icon
2300
Primis Financial Corp
FRST
$333M
$5.29K ﹤0.01%
+503