WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $12.6B
1-Year Est. Return 16.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.52%
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 3.2%
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
XHB icon
1051
State Street SPDR S&P Homebuilders ETF
XHB
$1.53B
– –
0
XHR
1052
Xenia Hotels & Resorts
XHR
$1.36B
– –
-491
XLB icon
1053
State Street Materials Select Sector SPDR ETF
XLB
$6.85B
– –
-3,916
XLG icon
1054
Invesco S&P 500 Top 50 ETF
XLG
$11.4B
– –
-281
XME icon
1055
State Street SPDR S&P Metals & Mining ETF
XME
$4.48B
– –
-615
XOMO icon
1056
YieldMax XOM Option Income Strategy ETF
XOMO
$64.7M
– –
-1,153
XNCR icon
1057
Xencor
XNCR
$883M
– –
-31
XNTK icon
1058
State Street SPDR NYSE Technology ETF
XNTK
$1.54B
– –
-307
XOMA icon
1059
Xoma
XOMA
$321M
– –
-100
XPEL icon
1060
XPEL
XPEL
$1.07B
– –
-47
XPH icon
1061
State Street SPDR S&P Pharmaceuticals ETF
XPH
$319M
– –
-402
XT icon
1062
iShares Future Exponential Technologies ETF
XT
$3.55B
– –
-908
YOLO icon
1063
AdvisorShares Pure Cannabis ETF
YOLO
$34.5M
– –
-329
YORW icon
1064
York Water
YORW
$449M
– –
-2,673
YOU icon
1065
Clear Secure
YOU
$4.45B
– –
-163
YPF icon
1066
YPF
YPF
$15.4B
– –
-3
YUMC icon
1067
Yum China
YUMC
$18.7B
– –
-2,325
ZBRA icon
1068
Zebra Technologies
ZBRA
$10.5B
– –
-283
ZD icon
1069
Ziff Davis
ZD
$1.53B
– –
-172
ZG icon
1070
Zillow
ZG
$10.6B
– –
-8
GTM
1071
ZoomInfo Technologies
GTM
$1.92B
– –
-209
ZIMV
1072
DELISTED
ZimVie
ZIMV
– –
-39,064
AMDL icon
1073
GraniteShares 2x Long AMD Daily ETF
AMDL
$571M
– –
-9,697
AMZZ icon
1074
GraniteShares 2x Long AMZN Daily ETF
AMZZ
$45.5M
– –
-19
ALAB icon
1075
Astera Labs
ALAB
$21.2B
– –
-268
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