WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $17.8B
1-Year Est. Return 13.58%
This Quarter Est. Return
1 Year Est. Return
+13.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$17.8B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
885
New
Increased
Reduced
Closed

Top Buys

1
+$64.9M
2
+$41.1M
3
+$27.7M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$23.5M
5
CME icon
CME Group
CME
+$19.9M

Top Sells

1
+$89.5M
2
+$83.5M
3
+$40.9M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$40.2M
5
AAPL icon
Apple
AAPL
+$31.4M

Sector Composition

1 Technology 2.81%
2 Financials 1.74%
3 Consumer Discretionary 0.76%
4 Consumer Staples 0.71%
5 Healthcare 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NUE icon
451
Nucor
NUE
$30.2B
$717K ﹤0.01%
+5,533
BMO icon
452
Bank of Montreal
BMO
$89.5B
$713K ﹤0.01%
6,446
+216
YUM icon
453
Yum! Brands
YUM
$40.3B
$712K ﹤0.01%
4,808
+493
DISV icon
454
Dimensional International Small Cap Value ETF
DISV
$3.6B
$707K ﹤0.01%
21,474
+7,900
APH icon
455
Amphenol
APH
$153B
$705K ﹤0.01%
7,141
+778
CMG icon
456
Chipotle Mexican Grill
CMG
$56.1B
$700K ﹤0.01%
12,464
+609
EZBC icon
457
Franklin Bitcoin ETF
EZBC
$542M
$695K ﹤0.01%
11,128
-7,560
HSY icon
458
Hershey
HSY
$38.1B
$694K ﹤0.01%
4,184
-8,148
FCX icon
459
Freeport-McMoran
FCX
$59.1B
$690K ﹤0.01%
15,911
-4,397
ZBH icon
460
Zimmer Biomet
ZBH
$20.2B
$690K ﹤0.01%
7,562
-83
IP icon
461
International Paper
IP
$24.6B
$689K ﹤0.01%
14,703
+117
XLU icon
462
Utilities Select Sector SPDR Fund
XLU
$22.5B
$683K ﹤0.01%
8,370
-2,557
USMV icon
463
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
$681K ﹤0.01%
7,256
-1,844
MDT icon
464
Medtronic
MDT
$123B
$680K ﹤0.01%
7,803
+191
BINC icon
465
BlackRock Flexible Income ETF
BINC
$12.5B
$676K ﹤0.01%
+12,789
MSCI icon
466
MSCI
MSCI
$41.3B
$675K ﹤0.01%
1,171
+186
SPHD icon
467
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.13B
$675K ﹤0.01%
14,198
CIBR icon
468
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.9B
$674K ﹤0.01%
8,912
+1,643
UYLD icon
469
Angel Oak UltraShort Income ETF
UYLD
$1.12B
$672K ﹤0.01%
13,166
-4,817
EW icon
470
Edwards Lifesciences
EW
$43.8B
$669K ﹤0.01%
8,556
-1,823
IVOO icon
471
Vanguard S&P Mid-Cap 400 ETF
IVOO
$2.8B
$658K ﹤0.01%
6,263
SLYG icon
472
SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.56B
$656K ﹤0.01%
7,394
-50
SHLD icon
473
Global X Defense Tech ETF
SHLD
$4.17B
$656K ﹤0.01%
10,885
+3,387
URTH icon
474
iShares MSCI World ETF
URTH
$5.89B
$655K ﹤0.01%
3,866
AMT icon
475
American Tower
AMT
$89.6B
$654K ﹤0.01%
2,961
-85
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