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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
FLS icon
2476
Flowserve
FLS
$10.4B
– –
-329
FMAT icon
2477
Fidelity MSCI Materials Index ETF
FMAT
$615M
– –
-1,933
FMC icon
2478
FMC
FMC
$1.44B
– –
-109
FMX icon
2479
Fomento Económico Mexicano
FMX
$43.1B
– –
-41
FNCL icon
2480
Fidelity MSCI Financials Index ETF
FNCL
$2.25B
– –
-260
FND icon
2481
Floor & Decor
FND
$5.73B
– –
-221
FNDA icon
2482
Schwab Fundamental US Small Company Index ETF
FNDA
$9.14B
– –
-4,950
FNDC icon
2483
Schwab Fundamental International Small Company Index ETF
FNDC
$3.06B
– –
-249
FNDE icon
2484
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.52B
– –
-1,907
FNF icon
2485
Fidelity National Financial
FNF
$12.6B
– –
-2,702
FNGR icon
2486
FingerMotion
FNGR
$29M
– –
-350
FNLC icon
2487
First Bancorp
FNLC
$343M
– –
-1,400
FNV icon
2488
Franco-Nevada
FNV
$42.3B
– –
-349
FOLD
2489
DELISTED
Amicus Therapeutics
FOLD
– –
-100
FORM icon
2490
FormFactor
FORM
$11.7B
– –
-251
FOX icon
2491
Fox Class B
FOX
$19.7B
– –
-75
FOXF icon
2492
Fox Factory Holding Corp
FOXF
$783M
– –
-411
FOXA icon
2493
Fox Class A
FOXA
$21.9B
– –
-80
FRSH icon
2494
Freshworks
FRSH
$2.45B
– –
-15
FRPT icon
2495
Freshpet
FRPT
$2.7B
– –
-52
FRST icon
2496
Primis Financial Corp
FRST
$383M
– –
-503
FSCO
2497
FS Credit Opportunities Corp
FSCO
$997M
– –
-2,060
FSK icon
2498
FS KKR Capital
FSK
$2.88B
– –
-11,792
FSLY icon
2499
Fastly Inc
FSLY
$2.8B
– –
-1,927
FSMD icon
2500
Fidelity Small-Mid Multifactor ETF
FSMD
$251M
– –
-2,787
98 99
100
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