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
FMC icon
2426
FMC
FMC
$1.7B
$3.67K ﹤0.01%
+109
LKFN icon
2427
Lakeland Financial Corp
LKFN
$1.53B
$3.66K ﹤0.01%
+57
SANA icon
2428
Sana Biotechnology
SANA
$1.2B
$3.66K ﹤0.01%
+1,030
GSHD icon
2429
Goosehead Insurance
GSHD
$1.81B
$3.65K ﹤0.01%
+49
SEB icon
2430
Seaboard Corp
SEB
$4.26B
$3.65K ﹤0.01%
+1
ADMA icon
2431
ADMA Biologics
ADMA
$4.48B
$3.64K ﹤0.01%
+248
TAP icon
2432
Molson Coors Class B
TAP
$9.43B
$3.63K ﹤0.01%
+80
UMC icon
2433
United Microelectronic
UMC
$20.3B
$3.63K ﹤0.01%
+479
COMP icon
2434
Compass
COMP
$6.04B
$3.61K ﹤0.01%
+450
CRBG icon
2435
Corebridge Financial
CRBG
$15.4B
$3.56K ﹤0.01%
+111
LSTR icon
2436
Landstar System
LSTR
$5B
$3.56K ﹤0.01%
+29
MFA
2437
MFA Financial
MFA
$1B
$3.55K ﹤0.01%
+386
CNDT icon
2438
Conduent
CNDT
$312M
$3.5K ﹤0.01%
+1,248
DBC icon
2439
Invesco DB Commodity Index Tracking Fund
DBC
$1.24B
$3.49K ﹤0.01%
+155
ENOV icon
2440
Enovis
ENOV
$1.56B
$3.49K ﹤0.01%
+115
SBH icon
2441
Sally Beauty Holdings
SBH
$1.49B
$3.48K ﹤0.01%
+214
LION icon
2442
Lionsgate Studios
LION
$2.47B
$3.47K ﹤0.01%
+503
INFU icon
2443
InfuSystem Holdings
INFU
$194M
$3.42K ﹤0.01%
+330
BCO icon
2444
Brink's
BCO
$4.97B
$3.39K ﹤0.01%
+29
VVPR icon
2445
VivoPower
VVPR
$35.8M
$3.38K ﹤0.01%
+751
ROG icon
2446
Rogers Corp
ROG
$1.66B
$3.38K ﹤0.01%
+42
LEN.B icon
2447
Lennar Class B
LEN.B
$25B
$3.37K ﹤0.01%
+28
CPRI icon
2448
Capri Holdings
CPRI
$3.03B
$3.37K ﹤0.01%
+169
BDN
2449
Brandywine Realty Trust
BDN
$526M
$3.35K ﹤0.01%
+803
OI icon
2450
O-I Glass
OI
$2.3B
$3.33K ﹤0.01%
+257