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
MINT icon
2401
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$15B
$3.94K ﹤0.01%
+39
STAA icon
2402
STAAR Surgical
STAA
$869M
$3.92K ﹤0.01%
+146
ACMR icon
2403
ACM Research
ACMR
$3.17B
$3.91K ﹤0.01%
+100
GT icon
2404
Goodyear
GT
$2.08B
$3.9K ﹤0.01%
+522
PGNY icon
2405
Progyny
PGNY
$1.43B
$3.9K ﹤0.01%
+181
NUEM icon
2406
Nuveen ESG Emerging Markets Equity ETF
NUEM
$341M
$3.89K ﹤0.01%
+109
AMH icon
2407
American Homes 4 Rent
AMH
$10.4B
$3.89K ﹤0.01%
+117
VKI icon
2408
Invesco Advantage Municipal Income Trust II
VKI
$416M
$3.89K ﹤0.01%
+443
ZTO icon
2409
ZTO Express
ZTO
$17.9B
$3.86K ﹤0.01%
+201
INOD icon
2410
Innodata
INOD
$1.43B
$3.85K ﹤0.01%
+50
XOMA icon
2411
Xoma
XOMA
$319M
$3.85K ﹤0.01%
+100
UUUU icon
2412
Energy Fuels
UUUU
$4.83B
$3.84K ﹤0.01%
+250
SQQQ icon
2413
ProShares UltraPro Short QQQ
SQQQ
$2.44B
$3.82K ﹤0.01%
+50
HEI.A icon
2414
HEICO Corp Class A
HEI.A
$32.4B
$3.82K ﹤0.01%
+15
NPK icon
2415
National Presto Industries
NPK
$1B
$3.81K ﹤0.01%
+34
NEOG icon
2416
Neogen
NEOG
$2.13B
$3.79K ﹤0.01%
+664
MTX icon
2417
Minerals Technologies
MTX
$2.11B
$3.79K ﹤0.01%
+61
BRY
2418
DELISTED
Berry Corp
BRY
$3.78K ﹤0.01%
+1,000
CFFN icon
2419
Capitol Federal Financial
CFFN
$892M
$3.74K ﹤0.01%
+589
DNOW icon
2420
DNOW Inc
DNOW
$2.17B
$3.72K ﹤0.01%
+244
DOX icon
2421
Amdocs
DOX
$7.19B
$3.72K ﹤0.01%
+45
HMN icon
2422
Horace Mann Educators
HMN
$1.7B
$3.7K ﹤0.01%
+82
TRN icon
2423
Trinity Industries
TRN
$2.46B
$3.7K ﹤0.01%
+132
ARGX icon
2424
argenx
ARGX
$45.2B
$3.69K ﹤0.01%
+5
SHO icon
2425
Sunstone Hotel Investors
SHO
$1.75B
$3.68K ﹤0.01%
+393