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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
CXT icon
2576
Crane NXT
CXT
$2.7B
– –
-249
CXW icon
2577
CoreCivic
CXW
$2.86B
– –
-214
HELP
2578
Cybin Inc
HELP
$233M
– –
-253
CYTK icon
2579
Cytokinetics
CYTK
$10.7B
– –
-375
CZR icon
2580
Caesars Entertainment
CZR
$5.95B
– –
-5,008
DAN icon
2581
Dana Inc
DAN
$3.14B
– –
-509
DAR icon
2582
Darling Ingredients
DAR
$8.53B
– –
-318
DAVE icon
2583
Dave Inc
DAVE
$4B
– –
-1
DAX icon
2584
Global X DAX Germany ETF
DAX
$248M
– –
-300
DBC icon
2585
Invesco DB Commodity Index Tracking Fund
DBC
$1.59B
– –
-155
DBA icon
2586
Invesco DB Agriculture Fund
DBA
$1.19B
– –
-34
DBD icon
2587
Diebold Nixdorf
DBD
$2.9B
– –
-80
DBX icon
2588
Dropbox
DBX
$6.06B
– –
-390
DCO icon
2589
Ducommun
DCO
$2.48B
– –
-100
DCOM icon
2590
Dime Commercial Bancshares
DCOM
$1.72B
– –
-93
DEA
2591
Easterly Government Properties
DEA
$1.08B
– –
-286
DECK icon
2592
Deckers Outdoor
DECK
$15.2B
– –
-785
DEI icon
2593
Douglas Emmett
DEI
$1.96B
– –
-374
DEM icon
2594
WisdomTree Emerging Markets High Dividend Fund
DEM
$4.03B
– –
-490
DES icon
2595
WisdomTree US SmallCap Dividend Fund
DES
$2.13B
– –
-1,626
DFEN icon
2596
Direxion Daily Aerospace & Defense Bull 3X ETF
DFEN
$425M
– –
-144
DFEV icon
2597
Dimensional Emerging Markets Value ETF
DFEV
$2.07B
– –
-1,972
DFIN icon
2598
Donnelley Financial Solutions
DFIN
$978M
– –
-59
DFH icon
2599
Dream Finders Homes
DFH
$1.43B
– –
-8
DFJ icon
2600
WisdomTree Japan SmallCap Dividend Fund
DFJ
$381M
– –
-77
102 103
104
105 106