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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
451
$56K ﹤0.01%
11,331
-2,336
452
$56K ﹤0.01%
145
+115
453
$55K ﹤0.01%
20,774
+6,000
454
$55K ﹤0.01%
3,400
+400
455
$50K ﹤0.01%
+1,670
456
$23K ﹤0.01%
12,226
-18,848
457
$15K ﹤0.01%
+1,111
458
$6K ﹤0.01%
+10,000
459
– –
-3,750
460
– –
0
461
– –
-102
462
– –
0
463
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-15
464
– –
-20,000
465
– –
-585
466
– –
-1,153
467
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-3
468
– –
-605
469
– –
-1,287
470
– –
-128
471
– –
-4,209
472
– –
-90
473
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-157
474
– –
-9,057
475
– –
-4,202
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