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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
EMQQ icon
1301
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$258M
– –
-59
EMXC icon
1302
iShares MSCI Emerging Markets ex China ETF
EMXC
$25.9B
– –
-187
ENX
1303
DELISTED
Eaton Vance New York Municipal Bond Fund
ENX
– –
-18,550
EOS
1304
Eaton Vance Enhance Equity Income Fund II
EOS
$1.18B
– –
-8,019
EOSE icon
1305
Eos Energy Enterprises
EOSE
$2.6B
– –
-2,636
EWC icon
1306
iShares MSCI Canada ETF
EWC
$5.74B
– –
-4,938
EXAS
1307
DELISTED
Exact Sciences
EXAS
– –
-121
FBT icon
1308
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.64B
– –
-469
FCEL icon
1309
FuelCell Energy
FCEL
$1.63B
– –
-63
FCFS icon
1310
FirstCash
FCFS
$9.95B
– –
-76
FCN icon
1311
FTI Consulting
FCN
$4.39B
– –
-68
FDIS icon
1312
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.68B
– –
-1,226
FHLC icon
1313
Fidelity MSCI Health Care Index ETF
FHLC
$2.99B
– –
-235
FHI icon
1314
Federated Hermes
FHI
$4.48B
– –
-1,190
FIBK icon
1315
First Interstate BancSystem
FIBK
$3.54B
– –
-54
FOUR icon
1316
Shift4
FOUR
$3.13B
– –
-275
FQAL icon
1317
Fidelity Quality Factor ETF
FQAL
$1.41B
– –
-1,624
FR icon
1318
First Industrial Realty Trust
FR
$8.19B
– –
-473
FREL icon
1319
Fidelity MSCI Real Estate Index ETF
FREL
$1.42B
– –
-105
FRME icon
1320
First Merchants
FRME
$2.57B
– –
-15
FSIG icon
1321
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.56B
– –
-591
FTC icon
1322
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.41B
– –
-50
FTGC icon
1323
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.5B
– –
-194
FTSM icon
1324
First Trust Enhanced Short Maturity ETF
FTSM
$6.52B
– –
-800
FUN icon
1325
Cedar Fair
FUN
$2.55B
– –
-54
51 52
53
54 55