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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
XIFR
1526
XPLR Infrastructure LP
XIFR
$1.11B
– –
-1,328
CBTJ
1527
Calamos Bitcoin 80 Series Structured Alt Protection ETF - January
CBTJ
$21.4M
– –
-1,199
MRP
1528
Millrose Properties Inc
MRP
$4.72B
– –
-353
SGI
1529
Somnigroup International
SGI
$15.8B
– –
-570
MAVF
1530
Matrix Advisors Value ETF
MAVF
$91.2M
– –
-260
QVCGA
1531
DELISTED
QVC Group Inc Series A
QVCGA
– –
-51
CTEV
1532
Claritev Corp
CTEV
$502M
– –
-82
TLCI
1533
Touchstone International Equity ETF
TLCI
$109M
– –
-6
SNWV
1534
SANUWAVE Health Inc
SNWV
$79.2M
– –
-2
FFAI
1535
Faraday Future Intelligent Electric
FFAI
$88.3M
– –
-100,000
SOLT
1536
2x Solana ETF
SOLT
$113M
– –
0
GOP
1537
Unusual Whales Subversive Republican Trading ETF
GOP
$85.4M
– –
-37
CRWV
1538
CoreWeave Inc
CRWV
$64.4B
– –
-242
NMAX
1539
Newsmax Inc
NMAX
$1B
– –
-250
HEAL
1540
Global X Funds Global X HealthTech ETF
HEAL
$26.1M
– –
-17
WTPI
1541
WisdomTree Equity Premium Income Fund
WTPI
$487M
– –
-773
TPC
1542
Tutor Perini Cor
TPC
$4.1B
– –
-2
BCPC
1543
Balchem Corp
BCPC
$5.33B
– –
-122
STRZ
1544
Starz Entertainment Corp
STRZ
$481M
– –
-30
GLXY
1545
Galaxy Digital Inc
GLXY
$6.55B
– –
-2,395
XRPI
1546
Volatility Shares Trust XRP ETF
XRPI
$88.9M
– –
-2,500
CRCL
1547
Circle Internet Group
CRCL
$19.9B
– –
-1
BMNR
1548
BitMine Immersion Technologies
BMNR
$9.19B
– –
-914
CHYM
1549
Chime Financial
CHYM
$6.71B
– –
-2,367
JBS
1550
JBS N.V.
JBS
$39.2B
– –
-4,000
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