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
AIQ icon
401
Global X Artificial Intelligence & Technology ETF
AIQ
$7.87B
$1.15M 0.01%
22,532
+1,044
CTAS icon
402
Cintas
CTAS
$78.8B
$1.14M 0.01%
6,082
+1,947
CI icon
403
Cigna
CI
$70.6B
$1.13M 0.01%
4,100
+2,443
BKLC icon
404
BNY Mellon US Large Cap Core Equity ETF
BKLC
$5.27B
$1.12M 0.01%
8,591
+21
AGNC icon
405
AGNC Investment
AGNC
$12B
$1.12M 0.01%
104,287
+907
BABA icon
406
Alibaba
BABA
$332B
$1.12M 0.01%
7,613
+4,709
MDT icon
407
Medtronic
MDT
$116B
$1.11M 0.01%
11,534
+5,003
IUSV icon
408
iShares Core S&P US Value ETF
IUSV
$24.5B
$1.11M 0.01%
10,802
-10,788
GD icon
409
General Dynamics
GD
$97B
$1.11M 0.01%
3,283
+1,622
TQQQ icon
410
ProShares UltraPro QQQ
TQQQ
$27.7B
$1.1M 0.01%
20,803
+11,049
GILD icon
411
Gilead Sciences
GILD
$185B
$1.1M 0.01%
8,929
+6,937
ESGV icon
412
Vanguard ESG US Stock ETF
ESGV
$11.6B
$1.08M 0.01%
8,916
-10,042
FTNT icon
413
Fortinet
FTNT
$62.4B
$1.07M 0.01%
13,475
+9,989
TROW icon
414
T. Rowe Price
TROW
$19.8B
$1.06M 0.01%
10,329
+1,433
ETHA
415
iShares Ethereum Trust ETF
ETHA
$6.91B
$1.05M 0.01%
47,000
-9,158
F icon
416
Ford
F
$49.7B
$1.04M 0.01%
79,413
+36,451
MET icon
417
MetLife
MET
$46.8B
$1.04M 0.01%
13,166
+3,782
CX icon
418
Cemex
CX
$16B
$1.04M 0.01%
90,091
+4,939
VTHR icon
419
Vanguard Russell 3000 ETF
VTHR
$4.06B
$1.03M 0.01%
3,440
+23
IBB icon
420
iShares Biotechnology ETF
IBB
$8.62B
$1.02M 0.01%
6,054
-307
IGM icon
421
iShares Expanded Tech Sector ETF
IGM
$8.32B
$1.02M 0.01%
7,877
-8,881
ELV icon
422
Elevance Health
ELV
$63.9B
$1.01M 0.01%
2,890
+1,948
HSY icon
423
Hershey
HSY
$44.9B
$1.01M 0.01%
5,564
-3,222
WELL icon
424
Welltower
WELL
$145B
$1.01M 0.01%
5,420
+2,068
PSA icon
425
Public Storage
PSA
$54.3B
$1M 0.01%
3,869
+914
15 16
17
18 19