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
351
$300K 0.02%
2,217
+80
352
$297K 0.02%
18,198
-1,253
353
$297K 0.02%
4,895
-3,630
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4,507
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356
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357
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9,678
358
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1,912
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359
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-275
360
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361
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6,721
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4,083
363
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13,383
-2,375
364
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3,166
+1
365
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369
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4,326
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370
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8,835
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371
$275K 0.02%
12,993
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372
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2,464
+120
373
$273K 0.02%
7,667
+11
374
$272K 0.02%
6,875
375
$271K 0.02%
4,610
+121
13 14
15
16 17