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
401
$240K 0.02%
13,829
+221
402
$240K 0.02%
1,561
-20
403
$238K 0.02%
+8,039
404
$238K 0.02%
9,605
-3,175
405
$238K 0.02%
9,722
-18
406
$230K 0.02%
1,025
+54
407
$227K 0.02%
10,744
-2,381
408
$225K 0.02%
1,957
-13
409
$224K 0.02%
6,215
-459
410
$224K 0.02%
2,764
-86
411
$221K 0.02%
1,879
-27
412
$220K 0.02%
1,605
+47
413
$220K 0.02%
965
+19
414
$219K 0.02%
2,740
+209
415
$218K 0.02%
1,160
-579
416
$216K 0.02%
5,681
-157
417
$216K 0.02%
6,864
418
$215K 0.02%
5,272
-1,327
419
$214K 0.02%
4,051
+233
420
$213K 0.02%
4,446
-2,914
421
$213K 0.02%
11,380
-1,140
422
$213K 0.02%
6,416
+26
423
$212K 0.02%
1,903
424
$212K 0.02%
13,641
+6,410
425
$211K 0.02%
2,279
+96
15 16
17
18 19