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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
AMZZ icon
1076
GraniteShares 2x Long AMZN Daily ETF
AMZZ
$45.6M
– –
-19
ALAB icon
1077
Astera Labs
ALAB
$71.5B
– –
-268
LENZ
1078
LENZ Therapeutics
LENZ
$193M
– –
-608
SERV
1079
Serve Robotics
SERV
$595M
– –
-516
LOAR icon
1080
Loar Holdings
LOAR
$6.71B
– –
-200
IBIK
1081
iShares iBonds Oct 2034 Term TIPS ETF
IBIK
$85.2M
– –
-211
ETHU
1082
2x Ether ETF
ETHU
$608M
– –
-7
QXO
1083
QXO Inc
QXO
$12.9B
– –
-786
WAY
1084
Waystar Holding Corp
WAY
$3.54B
– –
-830
NBIS
1085
Nebius Group N.V.
NBIS
$72.8B
– –
-846
BNT
1086
Brookfield Wealth Solutions
BNT
$12.1B
– –
-1,071
ECG
1087
Everus Construction Group
ECG
$8.05B
– –
-145
ADUR
1088
Aduro Clean Technologies
ADUR
$529M
– –
-501
SNRE
1089
DELISTED
Sunrise Communications AG American Depositary Shares representing Class A shares
SNRE
– –
-15
SMBS
1090
Schwab Mortgage-Backed Securities ETF
SMBS
$6.44B
– –
-217
HTB
1091
HomeTrust Bancshares
HTB
$814M
– –
-197
JPY
1092
Lazard Japanese Equity ETF
JPY
$83M
– –
-5
TEKY
1093
Lazard Next Gen Technologies ETF
TEKY
$61M
– –
-10
GENVR
1094
Gen Digital Inc Contingent Value Rights
GENVR
– –
-676
HTFL
1095
Heartflow Inc
HTFL
$2.9B
– –
-50
WYFI
1096
WhiteFiber Inc
WYFI
$1.49B
– –
-70
HFRO
1097
Highland Opportunities and Income Fund
HFRO
$406M
– –
-7
HFWA icon
1098
Heritage Financial
HFWA
$1.15B
– –
-375
HGTY icon
1099
Hagerty
HGTY
$1.11B
– –
-1
HGV icon
1100
Hilton Grand Vacations
HGV
$4.14B
– –
-61
42 43
44
45 46