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WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $12.7B
1-Year Est. Return 17.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.32%
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 3.21%
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
E icon
2626
ENI
E
$71.6B
– –
-256
EAT icon
2627
Brinker International
EAT
$7.07B
– –
-128
EBC icon
2628
Eastern Bankshares
EBC
$4.43B
– –
-43
EBND icon
2629
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.26B
– –
-110
EDV icon
2630
Vanguard World Funds Extended Duration ETF
EDV
$3.78B
– –
-1,541
EEFT icon
2631
Euronet Worldwide
EEFT
$2.51B
– –
-400
EEMS icon
2632
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
$390M
– –
-210
EES icon
2633
WisdomTree US SmallCap Earnings Fund
EES
$699M
– –
-1,314
EFC
2634
Ellington Financial
EFC
$1.69B
– –
-59
EFSC icon
2635
Enterprise Financial Services Corp
EFSC
$2.27B
– –
-4
EFX icon
2636
Equifax
EFX
$18.3B
– –
-137
EGBN icon
2637
Eagle Bancorp
EGBN
$842M
– –
-1,178
EGHT icon
2638
8x8 Inc
EGHT
$260M
– –
-108,183
EGP icon
2639
EastGroup Properties
EGP
$10.7B
– –
-92
EHC icon
2640
Encompass Health
EHC
$9.72B
– –
-353
EIS icon
2641
iShares MSCI Israel ETF
EIS
$935M
– –
-165
EIX icon
2642
Edison International
EIX
$27.7B
– –
-1,103
ELAN icon
2643
Elanco Animal Health
ELAN
$12.1B
– –
-917
ELF icon
2644
e.l.f. Beauty
ELF
$3.82B
– –
-198
ELME
2645
Elme Communities
ELME
$179M
– –
-2,896
ELS icon
2646
Equity Lifestyle Properties
ELS
$12.1B
– –
-371
EMB icon
2647
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.1B
– –
-215
EMBC icon
2648
Embecta
EMBC
$185M
– –
-473
EMLC icon
2649
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.87B
– –
-6
EMN icon
2650
Eastman Chemical
EMN
$8.29B
– –
-373
104 105
106
107 108