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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
CCC
2726
CCC Intelligent Solutions
CCC
$2.59B
– –
-58
CCCC icon
2727
C4 Therapeutics
CCCC
$459M
– –
-100
CCEP icon
2728
Coca-Cola Europacific Partners
CCEP
$42.9B
– –
-64
CCOI icon
2729
Cogent Communications
CCOI
$711M
– –
-883
CCS icon
2730
Century Communities
CCS
$1.82B
– –
-137
CDE icon
2731
Coeur Mining
CDE
$18B
– –
-92
CDP icon
2732
COPT Defense Properties
CDP
$3.8B
– –
-368
CE icon
2733
Celanese
CE
$5.61B
– –
-158
CECO icon
2734
Ceco Environmental
CECO
$3.53B
– –
-10
CEF icon
2735
Sprott Physical Gold and Silver Trust
CEF
$8.01B
– –
-1,559
CEFS icon
2736
Saba Closed-End Funds ETF
CEFS
$430M
– –
-83
CELH icon
2737
Celsius Holdings
CELH
$7.87B
– –
-2,596
CEMB icon
2738
iShares JPMorgan EM Corporate Bond ETF
CEMB
$437M
– –
-88
CENT icon
2739
Central Garden & Pet Co
CENT
$2.7B
– –
-5
CENTA icon
2740
Central Garden & Pet Co Class A
CENTA
$2.36B
– –
-60
CENX icon
2741
Century Aluminum
CENX
$5.12B
– –
-286
CERT icon
2742
Certara
CERT
$862M
– –
-540
CET
2743
Central Securities Corp
CET
$1.56B
– –
-800
CEVA icon
2744
CEVA Inc
CEVA
$1.39B
– –
-97
CF icon
2745
CF Industries
CF
$15.8B
– –
-106
CFFN icon
2746
Capitol Federal Financial
CFFN
$1.01B
– –
-589
CGBD icon
2747
Carlyle Secured Lending
CGBD
$761M
– –
-219
CGC
2748
Canopy Growth
CGC
$408M
– –
-18
CGGO icon
2749
Capital Group Global Growth Equity ETF
CGGO
$11.8B
– –
-3,385
CGGR icon
2750
Capital Group Growth ETF
CGGR
$24.2B
– –
-228
108 109
110
111 112