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
SAMG icon
2376
Silvercrest Asset Management
SAMG
$123M
$4.24K ﹤0.01%
+269
UPRO icon
2377
ProShares UltraPro S&P 500
UPRO
$4.59B
$4.24K ﹤0.01%
+38
PRSU
2378
Pursuit Attractions and Hospitality Inc
PRSU
$1.02B
$4.23K ﹤0.01%
+117
COMT icon
2379
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$532M
$4.22K ﹤0.01%
+157
IART icon
2380
Integra LifeSciences
IART
$1.02B
$4.21K ﹤0.01%
+294
HWKN icon
2381
Hawkins
HWKN
$3.06B
$4.2K ﹤0.01%
+23
ICFI icon
2382
ICF International
ICFI
$1.58B
$4.18K ﹤0.01%
+45
SUZ icon
2383
Suzano
SUZ
$11.8B
$4.17K ﹤0.01%
+444
FTXO icon
2384
First Trust Nasdaq Bank ETF
FTXO
$275M
$4.17K ﹤0.01%
+117
INSW icon
2385
International Seaways
INSW
$2.38B
$4.15K ﹤0.01%
+90
ENR icon
2386
Energizer
ENR
$1.39B
$4.11K ﹤0.01%
+165
RNST icon
2387
Renasant Corp
RNST
$3.53B
$4.09K ﹤0.01%
+111
AOM icon
2388
iShares Core Moderate Allocation ETF
AOM
$1.68B
$4.09K ﹤0.01%
+86
TRNO icon
2389
Terreno Realty
TRNO
$6.23B
$4.09K ﹤0.01%
+72
ESLT icon
2390
Elbit Systems
ESLT
$25.1B
$4.08K ﹤0.01%
+8
CEMB icon
2391
iShares JPMorgan EM Corporate Bond ETF
CEMB
$393M
$4.07K ﹤0.01%
+88
KAR icon
2392
Openlane
KAR
$3.15B
$4.06K ﹤0.01%
+141
HRMY icon
2393
Harmony Biosciences
HRMY
$2.16B
$4.05K ﹤0.01%
+147
FMX icon
2394
Fomento Económico Mexicano
FMX
$35.3B
$4.04K ﹤0.01%
+41
WHR icon
2395
Whirlpool
WHR
$4.32B
$4.01K ﹤0.01%
+51
TECH icon
2396
Bio-Techne
TECH
$8.9B
$4.01K ﹤0.01%
+72
TNDM icon
2397
Tandem Diabetes Care
TNDM
$1.48B
$4.01K ﹤0.01%
+330
ABCL icon
2398
AbCellera Biologics
ABCL
$1.06B
$3.97K ﹤0.01%
+790
DXYZ
2399
Destiny Tech100
DXYZ
$439M
$3.96K ﹤0.01%
+186
LTH icon
2400
Life Time Group Holdings
LTH
$5.83B
$3.95K ﹤0.01%
+143