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
IAC icon
1526
IAC Inc
IAC
$2.87B
– –
-1,128
IAGG icon
1527
iShares Core International Aggregate Bond Fund
IAGG
$12.3B
– –
-1,977
IART icon
1528
Integra LifeSciences
IART
$715M
– –
-294
IAS
1529
DELISTED
Integral Ad Science
IAS
– –
-1,000
IAT icon
1530
iShares US Regional Banks ETF
IAT
$571M
– –
-150
IAUX
1531
i-80 Gold Corp
IAUX
$1.45B
– –
-5,000
IBLC icon
1532
iShares Blockchain and Tech ETF
IBLC
$76.2M
– –
-2,048
IBMN
1533
DELISTED
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
– –
-10,180
IBMO icon
1534
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$578M
– –
-7,703
IBMQ icon
1535
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$633M
– –
-7,819
IBN icon
1536
ICICI Bank
IBN
$96B
– –
-1,309
IBOC icon
1537
International Bancshares
IBOC
$4.19B
– –
-97
IBP icon
1538
Installed Building Products
IBP
$7.34B
– –
-53
IBRX icon
1539
ImmunityBio
IBRX
$8.04B
– –
-224
IBTF
1540
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
– –
-168,436
IBTM icon
1541
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$527M
– –
-1,819
ICFI icon
1542
ICF International
ICFI
$1.28B
– –
-45
ICHR icon
1543
Ichor Holdings
ICHR
$1.44B
– –
-167
ICLR icon
1544
Icon
ICLR
$7.44B
– –
-45
ICSH icon
1545
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.06B
– –
-2,369
IEX icon
1546
IDEX
IEX
$14B
– –
-132
IFN
1547
Aberdeen India Fund, Inc.
IFN
$488M
– –
-2,784
IFRA icon
1548
iShares US Infrastructure ETF
IFRA
$3.69B
– –
-449
IGE icon
1549
iShares North American Natural Resources ETF
IGE
$883M
– –
-3,500
IGSB icon
1550
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.4B
– –
-110
60 61
62
63 64