We are live on ! Find out more
WAM

Wealthspire Advisors (Maryland) Portfolio holdings

AUM $2.83B
1-Year Est. Return 10.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
+$8.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,609
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$6.11M
3
+$4.29M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.57M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.44M

Top Sells

1
+$2.36M
2
+$1.95M
3
+$1.43M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.26M
5
TXN icon
Texas Instruments
TXN
+$1.08M

Sector Composition

1 Technology 10.19%
2 Financials 5.34%
3 Healthcare 5.12%
4 Consumer Discretionary 3.61%
5 Industrials 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2526
– –
-18
2527
– –
0
2528
– –
-167
2529
– –
-43
2530
– –
-718
2531
– –
-6,749
2532
– –
-501
2533
– –
-920
2534
– –
-779
2535
– –
-273
2536
– –
-6
2537
– –
-984
2538
– –
-57
2539
– –
-13
2540
– –
-613
2541
– –
-40
2542
– –
-248
2543
– –
-496
2544
– –
-839
2545
– –
-724
2546
– –
-538
2547
– –
-695
2548
– –
-632
2549
– –
-115
2550
– –
-117
100 101
102
103 104