WAM

Wealthspire Advisors (Maryland) Portfolio holdings

AUM $2.83B
1-Year Est. Return 10.92%
This Quarter Est. Return
1 Year Est. Return
+10.92%
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
+$7.84M
2
+$6.57M
3
+$4.38M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.61M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.5M

Top Sells

1
+$2.36M
2
+$1.97M
3
+$1.49M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.27M
5
TXN icon
Texas Instruments
TXN
+$1.1M

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
251
$510K 0.04%
6,601
+126
252
$504K 0.04%
13,088
+244
253
$500K 0.04%
500,000
254
$499K 0.04%
6,958
+110
255
$499K 0.04%
6,813
-7,824
256
$497K 0.04%
3,708
-2
257
$494K 0.04%
13,740
-298
258
$493K 0.04%
5,589
-1,107
259
$492K 0.04%
5,664
-88
260
$488K 0.04%
8,220
-416
261
$486K 0.04%
5,910
-10
262
$473K 0.04%
+5,800
263
$468K 0.04%
2,908
-124
264
$463K 0.03%
1,293
-1,163
265
$457K 0.03%
8,377
-6,434
266
$456K 0.03%
4,574
-47
267
$456K 0.03%
14,680
268
$455K 0.03%
4,391
+3,526
269
$454K 0.03%
6,992
+5,000
270
$454K 0.03%
24,279
-4,833
271
$450K 0.03%
16,663
272
$446K 0.03%
2,689
+41
273
$442K 0.03%
+8,966
274
$442K 0.03%
24,630
275
$440K 0.03%
2,795
-66
9 10
11
12 13