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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
ITGR icon
2426
Integer Holdings
ITGR
$3.09B
– –
-64
EVTL icon
2427
Vertical Aerospace
EVTL
$274M
– –
-51
EWBC icon
2428
East-West Bancorp
EWBC
$17.4B
– –
-240
EWG icon
2429
iShares MSCI Germany ETF
EWG
$1.46B
– –
-137
EWH icon
2430
iShares MSCI Hong Kong ETF
EWH
$1.14B
– –
-500
EWL icon
2431
iShares MSCI Switzerland ETF
EWL
$1.89B
– –
-1,112
EWT icon
2432
iShares MSCI Taiwan ETF
EWT
$11.4B
– –
-546
EWY icon
2433
iShares MSCI South Korea ETF
EWY
$25.9B
– –
-419
EWZ icon
2434
iShares MSCI Brazil ETF
EWZ
$9.08B
– –
-1,312
EXG icon
2435
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.94B
– –
-2,659
EXI icon
2436
iShares Global Industrials ETF
EXI
$1.41B
– –
-52
EXLS icon
2437
EXL Service
EXLS
$3.96B
– –
-460
EXP icon
2438
Eagle Materials
EXP
$6.94B
– –
-270
EXPO icon
2439
Exponent
EXPO
$2.76B
– –
-39
EXR icon
2440
Extra Space Storage
EXR
$30.7B
– –
-242
EXTR icon
2441
Extreme Networks
EXTR
$4.1B
– –
-832
EZPW icon
2442
Ezcorp Inc
EZPW
$1.95B
– –
-714
EZU icon
2443
iShare MSCI Eurozone ETF
EZU
$9.44B
– –
-192
FAB icon
2444
First Trust Multi Cap Value AlphaDEX Fund
FAB
$139M
– –
-1,903
FAF icon
2445
First American
FAF
$6.99B
– –
-1,126
FALN icon
2446
iShares Fallen Angels USD Bond ETF
FALN
$1.62B
– –
-1,684
FAZ icon
2447
Direxion Daily Financial Bear 3x ETF
FAZ
$103M
– –
-74
FBIZ icon
2448
First Business Financial Services
FBIZ
$505M
– –
-1,800
FBIN icon
2449
Fortune Brands Innovations
FBIN
$5.06B
– –
-838
FBK icon
2450
FB Financial Corp
FBK
$2.77B
– –
-207
96 97
98
99 100