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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
$19.1B
AUM Growth
+$1.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,078
New
Increased
Reduced
Closed

Top Sells

1 +$117M
2 +$25.2M
3 +$19.1M
4
VV icon
Vanguard Large-Cap ETF
VV
+$16.6M
5
JNJ icon
Johnson & Johnson
JNJ
+$14.8M

Sector Composition

1 Technology 2.08%
2 Financials 1.73%
3 Consumer Discretionary 0.63%
4 Communication Services 0.62%
5 Healthcare 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$9.64K ﹤0.01%
+97
2027
$9.64K ﹤0.01%
+219
2028
$9.62K ﹤0.01%
+4,835
2029
$9.62K ﹤0.01%
+95
2030
$9.61K ﹤0.01%
+100
2031
$9.58K ﹤0.01%
+525
2032
$9.57K ﹤0.01%
+134
2033
$9.53K ﹤0.01%
+125
2034
$9.51K ﹤0.01%
+106
2035
$9.49K ﹤0.01%
+74
2036
$9.47K ﹤0.01%
+151
2037
$9.46K ﹤0.01%
+126
2038
$9.43K ﹤0.01%
+1,355
2039
$9.4K ﹤0.01%
+393
2040
$9.36K ﹤0.01%
+55
2041
$9.34K ﹤0.01%
+46
2042
$9.31K ﹤0.01%
+31
2043
$9.3K ﹤0.01%
+133
2044
$9.29K ﹤0.01%
+280
2045
$9.26K ﹤0.01%
+20
2046
$9.23K ﹤0.01%
+98
2047
$9.23K ﹤0.01%
+145
2048
$9.2K ﹤0.01%
+700
2049
$9.18K ﹤0.01%
+119
2050
$9.16K ﹤0.01%
+200