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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
CPRT icon
826
Copart
CPRT
$28B
$282K ﹤0.01%
7,196
+5,614
CIEN icon
827
Ciena
CIEN
$60.6B
$282K ﹤0.01%
1,204
+668
CNP icon
828
CenterPoint Energy
CNP
$28B
$281K ﹤0.01%
7,329
+2,942
SOLV icon
829
Solventum
SOLV
$13.1B
$280K ﹤0.01%
3,539
+1,171
UI icon
830
Ubiquiti
UI
$35.7B
$280K ﹤0.01%
506
+16
RELY icon
831
Remitly
RELY
$4.44B
$280K ﹤0.01%
20,279
+279
VOD icon
832
Vodafone
VOD
$32.9B
$280K ﹤0.01%
20,892
+5,612
BBEU icon
833
JPMorgan BetaBuilders Europe ETF
BBEU
$9.2B
$279K ﹤0.01%
3,811
BKR icon
834
Baker Hughes
BKR
$57.9B
$279K ﹤0.01%
6,118
+3,077
PNW icon
835
Pinnacle West Capital
PNW
$12.4B
$277K ﹤0.01%
3,126
+812
PLXS icon
836
Plexus
PLXS
$8.03B
$277K ﹤0.01%
1,881
+158
VST icon
837
Vistra
VST
$55.2B
$276K ﹤0.01%
1,709
+799
MUSA icon
838
Murphy USA
MUSA
$10.2B
$276K ﹤0.01%
683
+109
SPRY icon
839
ARS Pharmaceuticals
SPRY
$958M
$276K ﹤0.01%
+23,650
FIX icon
840
Comfort Systems
FIX
$69.2B
$274K ﹤0.01%
294
+204
CRH icon
841
CRH
CRH
$74.3B
$274K ﹤0.01%
2,196
+1,495
ARKK icon
842
ARK Innovation ETF
ARKK
$7.1B
$274K ﹤0.01%
3,562
+3
MPWR icon
843
Monolithic Power Systems
MPWR
$76.8B
$273K ﹤0.01%
301
+188
SNY icon
844
Sanofi
SNY
$101B
$273K ﹤0.01%
5,624
+5,132
SIVR icon
845
abrdn Physical Silver Shares ETF
SIVR
$4.57B
$273K ﹤0.01%
4,029
CINF icon
846
Cincinnati Financial
CINF
$26.3B
$272K ﹤0.01%
1,667
+848
STEW
847
SRH Total Return Fund
STEW
$1.7B
$272K ﹤0.01%
14,678
EXEL icon
848
Exelixis
EXEL
$13B
$272K ﹤0.01%
6,208
+1,458
CTSH icon
849
Cognizant
CTSH
$20.7B
$272K ﹤0.01%
3,274
+2,940
BCS icon
850
Barclays
BCS
$88.8B
$271K ﹤0.01%
10,645
+9,082
32 33
34
35 36