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
DCOM icon
2276
Dime Community Bancshares
DCOM
$1.59B
– –
-93
DEA
2277
Easterly Government Properties
DEA
$1.09B
– –
-286
DECK icon
2278
Deckers Outdoor
DECK
$14.3B
– –
-785
DEI icon
2279
Douglas Emmett
DEI
$1.83B
– –
-374
DEM icon
2280
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.76B
– –
-490
DFEN icon
2281
Direxion Daily Aerospace & Defense Bull 3X ETF
DFEN
$347M
– –
-144
DFEV icon
2282
Dimensional Emerging Markets Value ETF
DFEV
$1.82B
– –
-1,972
DFIN icon
2283
Donnelley Financial Solutions
DFIN
$1.45B
– –
-59
DFH icon
2284
Dream Finders Homes
DFH
$1.4B
– –
-8
DFJ icon
2285
WisdomTree Japan SmallCap Dividend Fund
DFJ
$393M
– –
-77
DLB icon
2286
Dolby
DLB
$5.49B
– –
-77
DOC icon
2287
Healthpeak Properties
DOC
$11.4B
– –
-5,306
DOCN icon
2288
DigitalOcean
DOCN
$10.7B
– –
-212
DOCS icon
2289
Doximity
DOCS
$4.61B
– –
-565
DRH icon
2290
Diamondrock Hospitality Co
DRH
$2.14B
– –
-644
DRIO icon
2291
DarioHealth
DRIO
$53.3M
– –
-34
DRIV icon
2292
Global X Autonomous & Electric Vehicles ETF
DRIV
$409M
– –
-100
DRLL icon
2293
Strive US Energy ETF
DRLL
$298M
– –
-679
DRS icon
2294
Leonardo DRS
DRS
$10.6B
– –
-38
DRVN icon
2295
Driven Brands
DRVN
$2.31B
– –
-30
DSGX icon
2296
Descartes Systems
DSGX
$6.29B
– –
-98
DT icon
2297
Dynatrace
DT
$11.2B
– –
-708
DUOL icon
2298
Duolingo
DUOL
$5.2B
– –
-102
DWX icon
2299
State Street SPDR S&P International Dividend ETF
DWX
$511M
– –
-750
DXCM icon
2300
DexCom
DXCM
$23.7B
– –
-772
90 91
92
93 94