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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
ETG
2676
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.76B
– –
-640
ETO
2677
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
$498M
– –
-628
ETSY icon
2678
Etsy
ETSY
$7.02B
– –
-512
EUFN icon
2679
iShares MSCI Europe Financials ETF
EUFN
$3.65B
– –
-1,774
EVER icon
2680
EverQuote
EVER
$713M
– –
-21
EVF
2681
Eaton Vance Senior Income Trust
EVF
$90.3M
– –
-900
EVGO icon
2682
EVgo
EVGO
$274M
– –
-50
EVM
2683
DELISTED
Eaton Vance California Municipal Bond Fund
EVM
– –
-10,333
EVTC icon
2684
Evertec
EVTC
$1.58B
– –
-88
BRF icon
2685
VanEck Brazil Small-Cap ETF
BRF
$21.8M
– –
-1,675
BRKR icon
2686
Bruker
BRKR
$8.71B
– –
-181
BROS icon
2687
Dutch Bros
BROS
$9.7B
– –
-369
BRSP
2688
BrightSpire Capital
BRSP
$722M
– –
-1,000
BRW
2689
Saba Capital Income & Opportunities Fund
BRW
$279M
– –
-622
BRX icon
2690
Brixmor Property Group
BRX
$9.48B
– –
-549
BRY
2691
DELISTED
Berry Corp
BRY
– –
-1,000
BSM icon
2692
Black Stone Minerals
BSM
$2.98B
– –
-700
BSY icon
2693
Bentley Systems
BSY
$8.93B
– –
-136
BTCO icon
2694
Invesco Galaxy Bitcoin ETF
BTCO
$422M
– –
-100
BTZ icon
2695
BlackRock Credit Allocation Income Trust
BTZ
$944M
– –
-14
BTU icon
2696
Peabody Energy
BTU
$3.02B
– –
-959
BUD icon
2697
AB InBev
BUD
$156B
– –
-1,590
BUZZ icon
2698
VanEck Social Sentiment ETF
BUZZ
$109M
– –
-817
BWA icon
2699
BorgWarner
BWA
$14.7B
– –
-996
BXMT icon
2700
Blackstone Mortgage Trust
BXMT
$3.05B
– –
-279
106 107
108
109 110