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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
IBMP icon
2376
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$649M
– –
-7,812
IBRX icon
2377
ImmunityBio
IBRX
$7.71B
– –
-224
IBTF
2378
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
– –
-168,436
IBTJ icon
2379
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.25B
– –
-469
IBTM icon
2380
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$547M
– –
-1,819
ICFI icon
2381
ICF International
ICFI
$1.2B
– –
-45
ICHR icon
2382
Ichor Holdings
ICHR
$3.44B
– –
-167
ICLN icon
2383
iShares Global Clean Energy ETF
ICLN
$3.07B
– –
-360
IDOG icon
2384
ALPS International Sector Dividend Dogs ETF
IDOG
$520M
– –
-2,045
IDRV icon
2385
iShares Self-Driving EV and Tech ETF
IDRV
$145M
– –
-31
IEF icon
2386
iShares 7-10 Year Treasury Bond ETF
IEF
$47.4B
– –
-910
IEO icon
2387
iShares US Oil & Gas Exploration & Production ETF
IEO
$505M
– –
-5
IESC icon
2388
IES Holdings
IESC
$14.2B
– –
-4
IEX icon
2389
IDEX
IEX
$16.6B
– –
-132
IFF icon
2390
International Flavors & Fragrances
IFF
$19.6B
– –
-22
IGE icon
2391
iShares North American Natural Resources ETF
IGE
$753M
– –
-3,500
IGIB icon
2392
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.4B
– –
-119
IGOV icon
2393
iShares International Treasury Bond ETF
IGOV
$1.38B
– –
-816
BRSL
2394
Brightstar Lottery PLC
BRSL
$2.09B
– –
-1,545
IHF icon
2395
iShares US Healthcare Providers ETF
IHF
$996M
– –
-2,140
IHG icon
2396
InterContinental Hotels
IHG
$25.4B
– –
-45
IIPR icon
2397
Innovative Industrial Properties
IIPR
$1.73B
– –
-4
IMCV icon
2398
iShares Morningstar Mid-Cap Value ETF
IMCV
$1.06B
– –
-982
IMMR icon
2399
Immersion
IMMR
$221M
– –
-56
INBX icon
2400
Inhibrx
INBX
$1.37B
– –
-250
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