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
IBMN
1476
DELISTED
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
– –
-10,180
IBMO icon
1477
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$579M
– –
-7,703
IBMQ icon
1478
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$632M
– –
-7,819
IBN icon
1479
ICICI Bank
IBN
$94.7B
– –
-1,309
IBOC icon
1480
International Bancshares
IBOC
$4.46B
– –
-97
IBP icon
1481
Installed Building Products
IBP
$7.82B
– –
-53
IBRX icon
1482
ImmunityBio
IBRX
$7.34B
– –
-224
IBTF
1483
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
– –
-168,436
IBTM icon
1484
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$531M
– –
-1,819
ICFI icon
1485
ICF International
ICFI
$1.33B
– –
-45
ICHR icon
1486
Ichor Holdings
ICHR
$2.24B
– –
-167
ICLR icon
1487
Icon
ICLR
$8.62B
– –
-45
IEX icon
1488
IDEX
IEX
$15.9B
– –
-132
IFN
1489
Aberdeen India Fund
IFN
$512M
– –
-2,784
IFRA icon
1490
iShares US Infrastructure ETF
IFRA
$4.09B
– –
-449
IGE icon
1491
iShares North American Natural Resources ETF
IGE
$823M
– –
-3,500
IGSB icon
1492
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.8B
– –
-110
IMKTA icon
1493
Ingles Markets
IMKTA
$1.73B
– –
-100
IMO icon
1494
Imperial Oil
IMO
$62.1B
– –
-28
INBX icon
1495
Inhibrx
INBX
$1.88B
– –
-250
INCM icon
1496
Franklin Income Focus ETF
INCM
$1.45B
– –
-296
INN
1497
Summit Hotel Properties
INN
$563M
– –
-377
INO icon
1498
Inovio Pharmaceuticals
INO
$89.8M
– –
-15
INOD icon
1499
Innodata
INOD
$1.44B
– –
-50
INVH icon
1500
Invitation Homes
INVH
$16.9B
– –
-45
58 59
60
61 62