WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $17.8B
1-Year Est. Return 13.58%
This Quarter Est. Return
1 Year Est. Return
+13.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$17.8B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
885
New
Increased
Reduced
Closed

Top Buys

1
+$64.9M
2
+$41.1M
3
+$27.7M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$23.5M
5
CME icon
CME Group
CME
+$19.9M

Top Sells

1
+$89.5M
2
+$83.5M
3
+$40.9M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$40.2M
5
AAPL icon
Apple
AAPL
+$31.4M

Sector Composition

1 Technology 2.81%
2 Financials 1.74%
3 Consumer Discretionary 0.76%
4 Consumer Staples 0.71%
5 Healthcare 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MS icon
201
Morgan Stanley
MS
$255B
$3.46M 0.02%
24,547
-946
HON icon
202
Honeywell
HON
$129B
$3.43M 0.02%
14,730
-1,038
LRCX icon
203
Lam Research
LRCX
$180B
$3.38M 0.02%
34,754
-34
LRGF icon
204
iShares US Equity Factor ETF
LRGF
$2.9B
$3.34M 0.02%
52,092
-178
APO icon
205
Apollo Global Management
APO
$69.1B
$3.32M 0.02%
23,379
+1,500
TJX icon
206
TJX Companies
TJX
$159B
$3.3M 0.02%
26,706
-616
DIA icon
207
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.2B
$3.29M 0.02%
7,462
-33
TMO icon
208
Thermo Fisher Scientific
TMO
$203B
$3.26M 0.02%
8,041
-32
ETN icon
209
Eaton
ETN
$146B
$3.26M 0.02%
9,119
+1,761
AZN icon
210
AstraZeneca
AZN
$260B
$3.25M 0.02%
46,469
+536
REGN icon
211
Regeneron Pharmaceuticals
REGN
$60.3B
$3.22M 0.02%
6,137
-3,213
CART icon
212
Maplebear
CART
$10.3B
$3.21M 0.02%
70,954
+3
T icon
213
AT&T
T
$187B
$3.2M 0.02%
110,648
+3,397
OEF icon
214
iShares S&P 100 ETF
OEF
$26.8B
$3.17M 0.02%
10,408
-2,448
BA icon
215
Boeing
BA
$160B
$3.16M 0.02%
15,085
+496
QCLN icon
216
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$547M
$3.14M 0.02%
95,966
-16,033
XLF icon
217
Financial Select Sector SPDR Fund
XLF
$53.2B
$3.13M 0.02%
59,837
+581
IBTG icon
218
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.07B
$3.11M 0.02%
135,573
-1,268
PANW icon
219
Palo Alto Networks
PANW
$139B
$3.09M 0.02%
15,087
+1,407
SHY icon
220
iShares 1-3 Year Treasury Bond ETF
SHY
$24.2B
$3.08M 0.02%
37,156
-484
GBIL icon
221
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.27B
$3.05M 0.02%
30,428
+1,403
DEHP icon
222
Dimensional Emerging Markets High Profitability ETF
DEHP
$297M
$3.02M 0.02%
107,979
-11,082
DLN icon
223
WisdomTree US LargeCap Dividend Fund
DLN
$5.34B
$2.93M 0.02%
35,713
-4,982
HRL icon
224
Hormel Foods
HRL
$13.1B
$2.92M 0.02%
96,670
-59
VPU icon
225
Vanguard Utilities ETF
VPU
$8.07B
$2.9M 0.02%
16,430
-40
7 8
9
10 11