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
$12.6B
AUM Growth
-$6.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,082
New
Increased
Reduced
Closed

Top Buys

1 +$54.4M
2 +$48.7M
3 +$39.7M
4
MSFT icon
Microsoft
MSFT
+$34M
5
NVDA icon
NVIDIA
NVDA
+$30.5M

Top Sells

1 +$1.76B
2 +$716M
3 +$704M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$477M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$401M

Sector Composition

1 Technology 4.4%
2 Financials 3.2%
3 Communication Services 1.81%
4 Consumer Discretionary 1.24%
5 Healthcare 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IEO icon
2626
iShares US Oil & Gas Exploration & Production ETF
IEO
$534M
-5
IESC icon
2627
IES Holdings
IESC
$8.94B
-4
IFF icon
2628
International Flavors & Fragrances
IFF
$18.6B
-22
IGIB icon
2629
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.2B
-119
IGOV icon
2630
iShares International Treasury Bond ETF
IGOV
$1.2B
-816
BRSL
2631
Brightstar Lottery PLC
BRSL
$2.35B
-1,545
IHF icon
2632
iShares US Healthcare Providers ETF
IHF
$702M
-2,140
IHG icon
2633
InterContinental Hotels
IHG
$19.8B
-45
IIPR icon
2634
Innovative Industrial Properties
IIPR
$1.51B
-4
IMCV icon
2635
iShares Morningstar Mid-Cap Value ETF
IMCV
$984M
-982
IMMR icon
2636
Immersion
IMMR
$204M
-56
INCY icon
2637
Incyte
INCY
$19.1B
-438
INDB icon
2638
Independent Bank
INDB
$3.74B
-112
INFA
2639
DELISTED
Informatica
INFA
-9
INFU icon
2640
InfuSystem Holdings
INFU
$196M
-330
INFY icon
2641
Infosys
INFY
$56.8B
-1,647
INSG icon
2642
Inseego
INSG
$191M
-1
INSM icon
2643
Insmed
INSM
$31B
-58
INSW icon
2644
International Seaways
INSW
$3.62B
-90
INVA icon
2645
Innoviva
INVA
$1.66B
-525
IOSP icon
2646
Innospec
IOSP
$1.75B
-8
IOT icon
2647
Samsara
IOT
$19B
-29
IOVA icon
2648
Iovance Biotherapeutics
IOVA
$2.14B
-5,545
IPAC icon
2649
iShares Core MSCI Pacific ETF
IPAC
$2.41B
-210
IPAY icon
2650
Amplify Mobile Payments ETF
IPAY
$173M
-510