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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
JMTG
1551
JPMorgan Mortgage-Backed Securities ETF
JMTG
$6.91B
– –
-63
RAL
1552
Ralliant Corp
RAL
$7.63B
– –
-1,154
GLIBA
1553
Liberty Capital Corp Series A GCI Group Common Stock
GLIBA
$838M
– –
-82
GLIBK
1554
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
$815M
– –
-182
FIG
1555
Figma
FIG
$9.98B
– –
-401
PSKY
1556
Paramount Skydance Corp
PSKY
$11.1B
– –
-2,817
BLSH
1557
Bullish
BLSH
$3.65B
– –
-807
EMO.RT
1558
DELISTED
ClearBridge Energy Midstream Opportunity Fund Rights expiring Oct 10 2025
EMO.RT
– –
-891
UTF.RT
1559
DELISTED
Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025
UTF.RT
– –
-1,740
LIVN icon
1560
LivaNova
LIVN
$4.31B
– –
-48
LKFN icon
1561
Lakeland Financial Corp
LKFN
$1.49B
– –
-57
LKQ icon
1562
LKQ Corp
LKQ
$6.57B
– –
-30
LLYVA icon
1563
Liberty Live Group Series A
LLYVA
$8.73B
– –
-204
LMAT icon
1564
LeMaitre Vascular
LMAT
$2.15B
– –
-29
LMND icon
1565
Lemonade
LMND
$4.52B
– –
-600
LNC icon
1566
Lincoln National
LNC
$7.11B
– –
-597
LNN icon
1567
Lindsay Corp
LNN
$1.24B
– –
-13
LOB icon
1568
Live Oak Bancshares
LOB
$1.77B
– –
-81
LOGI icon
1569
Logitech
LOGI
$15.5B
– –
-116
LOPE icon
1570
Grand Canyon Education
LOPE
$3.75B
– –
-88
LPG icon
1571
Dorian LPG
LPG
$1.69B
– –
-89
LRN icon
1572
Stride
LRN
$3.52B
– –
-93
LTC
1573
LTC Properties
LTC
$1.86B
– –
-154
LTH icon
1574
Life Time Group Holdings
LTH
$8.22B
– –
-143
LVHD icon
1575
Franklin US Low Volatility High Dividend Index ETF
LVHD
$589M
– –
-396
61 62
63
64 65