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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
DGP icon
1276
DB Gold Double Long ETN due February 15, 2038
DGP
$239M
– –
-110
DGS icon
1277
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.84B
– –
-973
DHY
1278
Credit Suisse High Yield Credit Fund
DHY
$240M
– –
-11,903
DIN icon
1279
Dine Brands
DIN
$433M
– –
-6
DINO icon
1280
HF Sinclair
DINO
$11.6B
– –
-3,755
DIOD icon
1281
Diodes
DIOD
$5.49B
– –
-323
DIVO icon
1282
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.12B
– –
-1,300
DKNG icon
1283
DraftKings
DKNG
$13.1B
– –
-8,491
DORM icon
1284
Dorman Products
DORM
$3.76B
– –
-481
DOX icon
1285
Amdocs
DOX
$5.46B
– –
-45
DPZ icon
1286
Domino's
DPZ
$10.4B
– –
-40
DVA icon
1287
DaVita
DVA
$13.3B
– –
-147
DV icon
1288
DoubleVerify
DV
$1.59B
– –
-216
DVAX
1289
DELISTED
Dynavax Technologies
DVAX
– –
-23
DWM icon
1290
WisdomTree International Equity Fund
DWM
$676M
– –
-258
DXLG icon
1291
Destination XL Group
DXLG
$38.7M
– –
-1,000
DY icon
1292
Dycom Industries
DY
$13.7B
– –
-73
DYNF icon
1293
BlackRock US Equity Factor Rotation ETF
DYNF
$37.3B
– –
-684
AXIA
1294
AXIA Energia
AXIA
$22.4B
– –
-414
EBS icon
1295
Emergent Biosolutions
EBS
$413M
– –
-197
ECVT icon
1296
Ecovyst
ECVT
$1.4B
– –
-10
EDU icon
1297
New Oriental
EDU
$7.16B
– –
-106
EEMA icon
1298
iShares MSCI Emerging Markets Asia ETF
EEMA
$1.37B
– –
-184
EEMV icon
1299
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.76B
– –
-519
EMO
1300
ClearBridge Energy Midstream Opportunity Fund
EMO
$977M
– –
-890
50 51
52
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