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
HUT
2451
Hut 8
HUT
$4.34B
$3.31K ﹤0.01%
+95
ALEX
2452
Alexander & Baldwin
ALEX
$1.52B
$3.27K ﹤0.01%
+180
AXIA
2453
AXIA Energia
AXIA
$25.4B
$3.25K ﹤0.01%
+328
UHAL icon
2454
U-Haul Holding Co
UHAL
$9.95B
$3.25K ﹤0.01%
+57
ASGN icon
2455
ASGN Inc
ASGN
$2.04B
$3.22K ﹤0.01%
+68
JMTG
2456
JPMorgan Mortgage-Backed Securities ETF
JMTG
$6.35B
$3.21K ﹤0.01%
+63
PTGX icon
2457
Protagonist Therapeutics
PTGX
$5.59B
$3.19K ﹤0.01%
+48
UNF icon
2458
Unifirst Corp
UNF
$3.15B
$3.18K ﹤0.01%
+19
AZZ icon
2459
AZZ Inc
AZZ
$3.27B
$3.17K ﹤0.01%
+29
BATRA icon
2460
Atlanta Braves Holdings Series A
BATRA
$2.75B
$3.14K ﹤0.01%
+69
SSRM icon
2461
SSR Mining
SSRM
$4.49B
$3.13K ﹤0.01%
+128
RNGR icon
2462
Ranger Energy Services
RNGR
$317M
$3.12K ﹤0.01%
+222
KRRO icon
2463
Korro Bio
KRRO
$77.4M
$3.11K ﹤0.01%
+65
TMC icon
2464
TMC The Metals Company
TMC
$2.81B
$3.1K ﹤0.01%
+487
NMAX
2465
Newsmax Inc
NMAX
$1.18B
$3.1K ﹤0.01%
+250
GLIBA
2466
GCI Liberty Inc Series A
GLIBA
$1.04B
$3.08K ﹤0.01%
+82
RPRX icon
2467
Royalty Pharma
RPRX
$16.4B
$3.04K ﹤0.01%
+86
DFIN icon
2468
Donnelley Financial Solutions
DFIN
$1.2B
$3.04K ﹤0.01%
+59
WLY icon
2469
John Wiley & Sons Class A
WLY
$1.63B
$3.04K ﹤0.01%
+75
AKR icon
2470
Acadia Realty Trust
AKR
$2.59B
$3.02K ﹤0.01%
+150
FBNC icon
2471
First Bancorp
FBNC
$2.22B
$3.02K ﹤0.01%
+57
COHU icon
2472
Cohu
COHU
$1.08B
$3.01K ﹤0.01%
+148
VIV icon
2473
Telefônica Brasil
VIV
$19B
$3.01K ﹤0.01%
+236
FAZ icon
2474
Direxion Daily Financial Bear 3x Shares
FAZ
$95.1M
$2.99K ﹤0.01%
+74
HZO icon
2475
MarineMax
HZO
$538M
$2.99K ﹤0.01%
+118