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
WNS
1101
DELISTED
WNS Holdings
WNS
– –
-2
WS icon
1102
Worthington Steel
WS
$1.99B
– –
-20
WSBC icon
1103
WesBanco
WSBC
$3.32B
– –
-3,810
WST icon
1104
West Pharmaceutical
WST
$21.2B
– –
-49
WT icon
1105
WisdomTree
WT
$2.53B
– –
-114
WWW icon
1106
Wolverine World Wide
WWW
$1.42B
– –
-513
WYNN icon
1107
Wynn Resorts
WYNN
$11B
– –
-74
XAIR icon
1108
Beyond Air
XAIR
$5.41M
– –
-822
XAR icon
1109
State Street SPDR S&P Aerospace & Defense ETF
XAR
$5.86B
– –
-603
XERS icon
1110
Xeris Biopharma Holdings
XERS
$1.08B
– –
-354
XHB icon
1111
State Street SPDR S&P Homebuilders ETF
XHB
$1.54B
– –
0
XHR
1112
Xenia Hotels & Resorts
XHR
$1.54B
– –
-491
XLB icon
1113
State Street Materials Select Sector SPDR ETF
XLB
$7.37B
– –
-3,916
XLG icon
1114
Invesco S&P 500 Top 50 ETF
XLG
$10.8B
– –
-281
XOMO icon
1115
YieldMax XOM Option Income Strategy ETF
XOMO
$29.9M
– –
-1,153
XNCR icon
1116
Xencor
XNCR
$941M
– –
-31
XNTK icon
1117
State Street SPDR NYSE Technology ETF
XNTK
$1.83B
– –
-307
XOMA icon
1118
Xoma
XOMA
$502M
– –
-100
XPEL icon
1119
XPEL
XPEL
$1.32B
– –
-47
XPH icon
1120
State Street SPDR S&P Pharmaceuticals ETF
XPH
$360M
– –
-402
XT icon
1121
iShares Future Exponential Technologies ETF
XT
$3.86B
– –
-908
YOLO icon
1122
AdvisorShares Pure Cannabis ETF
YOLO
$37.3M
– –
-329
YORW icon
1123
York Water
YORW
$472M
– –
-2,673
YOU icon
1124
Clear Secure
YOU
$5.54B
– –
-163
YPF icon
1125
YPF
YPF
$17B
– –
-3
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45
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