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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
IYF icon
2176
iShares US Financials ETF
IYF
$3.62B
– –
-1,202
IYG icon
2177
iShares US Financial Services ETF
IYG
$1.98B
– –
-1,883
IYK icon
2178
iShares US Consumer Staples ETF
IYK
$1.37B
– –
-1,207
IYT icon
2179
iShares US Transportation ETF
IYT
$2.38B
– –
-332
JACK icon
2180
Jack in the Box
JACK
$244M
– –
-77
JAZZ icon
2181
Jazz Pharmaceuticals
JAZZ
$14.1B
– –
-521
JBGS
2182
JBG SMITH
JBGS
$825M
– –
-1,109
JBLU icon
2183
JetBlue
JBLU
$2.11B
– –
-4,941
JBSS icon
2184
John B. Sanfilippo & Son
JBSS
$912M
– –
-22
JD icon
2185
JD.com
JD
$37.2B
– –
-506
JEF icon
2186
Jefferies Financial Group
JEF
$12.7B
– –
-765
JETS icon
2187
US Global Jets ETF
JETS
$981M
– –
-274
JHG icon
2188
Janus Henderson
JHG
$7.99B
– –
-436
JHSC icon
2189
John Hancock Multifactor Small Cap ETF
JHSC
$681M
– –
-556
JHX icon
2190
James Hardie Industries
JHX
$14.4B
– –
-5
JKHY icon
2191
Jack Henry & Associates
JKHY
$8.97B
– –
-121
JMIA
2192
Jumia Technologies
JMIA
$872M
– –
-60
JMSB icon
2193
John Marshall Bancorp
JMSB
$301M
– –
-6,802
JOE icon
2194
St. Joe Company
JOE
$3.79B
– –
-542
JPEM icon
2195
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$390M
– –
-3,164
JPIB icon
2196
JPMorgan International Bond Opportunities ETF
JPIB
$2.03B
– –
-1,269
JPIN icon
2197
JPMorgan Diversified Return International Equity ETF
JPIN
$364M
– –
-1,185
KAI icon
2198
Kadant
KAI
$3.6B
– –
-31
KB icon
2199
KB Financial Group
KB
$37.9B
– –
-152
KBH icon
2200
KB Home
KBH
$3.4B
– –
-209
86 87
88
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