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
GSK icon
726
GSK
GSK
$111B
$360K ﹤0.01%
7,347
+4,751
MCO icon
727
Moody's
MCO
$80.5B
$359K ﹤0.01%
703
+446
CALM icon
728
Cal-Maine
CALM
$4.15B
$358K ﹤0.01%
4,501
-1,229
CCJ icon
729
Cameco
CCJ
$52.3B
$358K ﹤0.01%
3,914
+1,294
OPCH icon
730
Option Care Health
OPCH
$4.63B
$356K ﹤0.01%
11,172
+648
FN icon
731
Fabrinet
FN
$19.5B
$356K ﹤0.01%
781
+661
IONQ icon
732
IonQ
IONQ
$12.9B
$354K ﹤0.01%
7,896
+2,888
XYZ
733
Block Inc
XYZ
$39.3B
$354K ﹤0.01%
5,436
+881
GVI icon
734
iShares Intermediate Government/Credit Bond ETF
GVI
$3.89B
$353K ﹤0.01%
3,291
IR icon
735
Ingersoll Rand
IR
$33.8B
$352K ﹤0.01%
4,441
+1,967
DD icon
736
DuPont de Nemours
DD
$18.8B
$351K ﹤0.01%
8,741
-711
FNB icon
737
FNB Corp
FNB
$5.83B
$351K ﹤0.01%
20,507
+2,301
A icon
738
Agilent Technologies
A
$32.6B
$350K ﹤0.01%
2,569
+689
MLM icon
739
Martin Marietta Materials
MLM
$36.6B
$350K ﹤0.01%
561
+92
UBSI icon
740
United Bankshares
UBSI
$5.57B
$349K ﹤0.01%
9,082
+990
VTWO icon
741
Vanguard Russell 2000 ETF
VTWO
$14.1B
$349K ﹤0.01%
3,505
+352
TM icon
742
Toyota
TM
$288B
$349K ﹤0.01%
1,629
+942
BDYN
743
iShares Dynamic Equity Active ETF
BDYN
$2.49B
$347K ﹤0.01%
13,546
IBDR icon
744
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.71B
$347K ﹤0.01%
14,305
SLB icon
745
SLB Ltd
SLB
$72.2B
$346K ﹤0.01%
9,024
+5,439
ESS icon
746
Essex Property Trust
ESS
$16.4B
$346K ﹤0.01%
1,323
-373
IYE icon
747
iShares US Energy ETF
IYE
$1.63B
$345K ﹤0.01%
7,256
-86
ITT icon
748
ITT
ITT
$16.3B
$344K ﹤0.01%
1,985
+1,512
EQIX icon
749
Equinix
EQIX
$93.9B
$344K ﹤0.01%
449
+172
KEYS icon
750
Keysight
KEYS
$49.1B
$344K ﹤0.01%
1,692
+521
28 29
30
31 32