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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
SMTC icon
2001
Semtech
SMTC
$14.7B
– –
-134
SMTI icon
2002
Sanara MedTech
SMTI
$202M
– –
-6,109
SN icon
2003
SharkNinja
SN
$19.9B
– –
-18
SNAP icon
2004
Snap
SNAP
$7.72B
– –
-1,000
SOFI icon
2005
SoFi Technologies
SOFI
$23B
– –
-3,105
SOXL icon
2006
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$35.1B
– –
-42
SOXQ icon
2007
Invesco PHLX Semiconductor ETF
SOXQ
$2.83B
– –
-160
SPBO icon
2008
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$1.97B
– –
-454
SPB icon
2009
Spectrum Brands
SPB
$1.95B
– –
-4
SPCE icon
2010
Virgin Galactic
SPCE
$396M
– –
-258
SPEM icon
2011
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.9B
– –
-3,453
SPGP icon
2012
Invesco S&P 500 GARP ETF
SPGP
$2.19B
– –
-207
SPH icon
2013
Suburban Propane Partners
SPH
$1.1B
– –
-1,831
SPHR icon
2014
Sphere Entertainment
SPHR
$5.63B
– –
-184
SPHY icon
2015
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.1B
– –
-7
SPIB icon
2016
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11B
– –
-70
SPMB icon
2017
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$7.03B
– –
-19
SPSC icon
2018
SPS Commerce
SPSC
$1.95B
– –
-72
SPRX icon
2019
Spear Alpha ETF
SPRX
$265M
– –
-400
SPTI icon
2020
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.2B
– –
-19
SPUU icon
2021
Direxion Daily S&P 500 Bull 2X ETF
SPUU
$245M
– –
-35
SPXC icon
2022
SPX Corp
SPXC
$12.2B
– –
-164
SPYI icon
2023
NEOS S&P 500 High Income ETF
SPYI
$10.1B
– –
-1,227
SQEW
2024
DELISTED
LeaderShares Equity Skew ETF
SQEW
– –
-1,641
SQQQ icon
2025
ProShares UltraPro Short QQQ
SQQQ
$1.84B
– –
-50
79 80
81
82 83