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
LNTH icon
2351
Lantheus
LNTH
$4.3B
$4.57K ﹤0.01%
+89
DBD icon
2352
Diebold Nixdorf
DBD
$2.41B
$4.56K ﹤0.01%
+80
AIZ icon
2353
Assurant
AIZ
$11.9B
$4.55K ﹤0.01%
+21
HBI
2354
DELISTED
Hanesbrands
HBI
$4.53K ﹤0.01%
+688
PDFS icon
2355
PDF Solutions
PDFS
$1.08B
$4.49K ﹤0.01%
+174
HTO
2356
H2O America
HTO
$1.79B
$4.48K ﹤0.01%
+92
GEO icon
2357
The GEO Group
GEO
$2.3B
$4.47K ﹤0.01%
+218
PLUG icon
2358
Plug Power
PLUG
$3.15B
$4.46K ﹤0.01%
+1,914
SPNT icon
2359
SiriusPoint
SPNT
$2.57B
$4.41K ﹤0.01%
+244
PRDO icon
2360
Perdoceo Education
PRDO
$1.87B
$4.41K ﹤0.01%
+117
RIG icon
2361
Transocean
RIG
$4.32B
$4.39K ﹤0.01%
+1,408
HCC icon
2362
Warrior Met Coal
HCC
$4.49B
$4.39K ﹤0.01%
+69
CXW icon
2363
CoreCivic
CXW
$2.05B
$4.36K ﹤0.01%
+214
CTEV
2364
Claritev Corp
CTEV
$679M
$4.35K ﹤0.01%
+82
CHEF icon
2365
Chefs' Warehouse
CHEF
$2.58B
$4.32K ﹤0.01%
+74
BG icon
2366
Bunge Global
BG
$17.7B
$4.31K ﹤0.01%
+53
BL icon
2367
BlackLine
BL
$3.44B
$4.3K ﹤0.01%
+81
FOX icon
2368
Fox Class B
FOX
$28.2B
$4.3K ﹤0.01%
+75
SIGI icon
2369
Selective Insurance
SIGI
$5.11B
$4.3K ﹤0.01%
+53
ENVA icon
2370
Enova International
ENVA
$4.07B
$4.26K ﹤0.01%
+37
CRC icon
2371
California Resources
CRC
$3.69B
$4.25K ﹤0.01%
+80
CARG icon
2372
CarGurus
CARG
$3.67B
$4.24K ﹤0.01%
+114
SOBO
2373
South Bow Corp
SOBO
$5.72B
$4.24K ﹤0.01%
+150
TEVA icon
2374
Teva Pharmaceuticals
TEVA
$34.8B
$4.24K ﹤0.01%
+210
PKW icon
2375
Invesco BuyBack Achievers ETF
PKW
$1.53B
$4.24K ﹤0.01%
+32