We are live on ! Find out more
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
HYXF icon
1351
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$206M
– –
-1,282
HZO icon
1352
MarineMax
HZO
$770M
– –
-118
IART icon
1353
Integra LifeSciences
IART
$1.37B
– –
-294
IAS
1354
DELISTED
Integral Ad Science
IAS
– –
-1,000
IBMQ icon
1355
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$650M
– –
-7,819
IBN icon
1356
ICICI Bank
IBN
$100B
– –
-1,309
IBOC icon
1357
International Bancshares
IBOC
$4.57B
– –
-97
IBP icon
1358
Installed Building Products
IBP
$5.88B
– –
-53
IFN
1359
Aberdeen India Fund
IFN
$499M
– –
-2,784
IFRA icon
1360
iShares US Infrastructure ETF
IFRA
$4.24B
– –
-449
IGSB icon
1361
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.2B
– –
-110
IMKTA icon
1362
Ingles Markets
IMKTA
$1.66B
– –
-100
IMO icon
1363
Imperial Oil
IMO
$54.4B
– –
-28
INCM icon
1364
Franklin Income Focus ETF
INCM
$1.58B
– –
-296
INN
1365
Summit Hotel Properties
INN
$718M
– –
-377
INO icon
1366
Inovio Pharmaceuticals
INO
$91.3M
– –
-15
INVH icon
1367
Invitation Homes
INVH
$16.9B
– –
-45
IONS icon
1368
Ionis Pharmaceuticals
IONS
$12.2B
– –
-245
IPG
1369
DELISTED
Interpublic Group of Companies
IPG
– –
-9,225
IPGP icon
1370
IPG Photonics
IPGP
$5.01B
– –
-228
IQSI icon
1371
IQ Candriam International Equity ETF
IQSI
$245M
– –
-227
IQSU icon
1372
IQ Candriam US Large Cap Equity ETF
IQSU
$336M
– –
-214
IRM icon
1373
Iron Mountain
IRM
$38B
– –
-824
IVOG icon
1374
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.67B
– –
-842
IXJ icon
1375
iShares Global Healthcare ETF
IXJ
$3.61B
– –
-100
53 54
55
56 57