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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
HRB icon
2351
H&R Block
HRB
$4.36B
– –
-786
HROW icon
2352
Harrow
HROW
$1.6B
– –
-410
HSII
2353
DELISTED
Heidrick & Struggles
HSII
– –
-30
HST icon
2354
Host Hotels & Resorts
HST
$17.1B
– –
-7,763
HSTM icon
2355
HealthStream
HSTM
$749M
– –
-73
HTBK
2356
DELISTED
Heritage Commerce
HTBK
– –
-462
HTGC icon
2357
Hercules Capital
HTGC
$2.9B
– –
-7,505
HTZWW
2358
Hertz Global Holdings Warrants
HTZWW
$210M
– –
-8
HUBG icon
2359
HUB Group
HUBG
$2.71B
– –
-219
HUN icon
2360
Huntsman Corp
HUN
$2.12B
– –
-611
HWKN icon
2361
Hawkins
HWKN
$3.37B
– –
-23
HXL icon
2362
Hexcel
HXL
$7.36B
– –
-151
HYLB icon
2363
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.47B
– –
-1,992
HYLN icon
2364
Hyliion Holdings
HYLN
$1.44B
– –
-40
PPLI
2365
People Inc
PPLI
$3.18B
– –
-1,128
IAGG icon
2366
iShares Core International Aggregate Bond Fund
IAGG
$11B
– –
-1,977
IAI icon
2367
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.44B
– –
-2,392
IAG icon
2368
IAMGOLD
IAG
$9.76B
– –
-1,600
IAK icon
2369
iShares US Insurance ETF
IAK
$370M
– –
-209
IAT icon
2370
iShares US Regional Banks ETF
IAT
$621M
– –
-150
IAUX
2371
i-80 Gold Corp
IAUX
$1.34B
– –
-5,000
IBDQ
2372
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
– –
-11,545
IBLC icon
2373
iShares Blockchain and Tech ETF
IBLC
$99.1M
– –
-2,048
IBMN
2374
DELISTED
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
– –
-10,180
IBMO icon
2375
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$587M
– –
-7,703
93 94
95
96 97