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
26
$9.73M 0.73%
102,800
+6,460
27
$9.24M 0.69%
161,669
-5,982
28
$9.09M 0.68%
42,632
+1,078
29
$9.07M 0.68%
256,648
-10,585
30
$9.04M 0.68%
71,077
+223
31
$8.69M 0.65%
132,268
-5,584
32
$8.57M 0.64%
24,163
-26
33
$8.28M 0.62%
52,653
-1,666
34
$7.39M 0.55%
179,785
-692
35
$7.1M 0.53%
34,518
+31,979
36
$7.09M 0.53%
251,710
-442
37
$6.79M 0.51%
58,993
-252
38
$6.66M 0.5%
156,692
+1,040
39
$6.47M 0.48%
24,477
-214
40
$6.28M 0.47%
45,115
-9,095
41
$5.97M 0.45%
71,187
-2,164
42
$5.76M 0.43%
113,077
+5,571
43
$5.63M 0.42%
42,973
-1,990
44
$5.3M 0.4%
69,171
+4,183
45
$5.23M 0.39%
30,113
-761
46
$5.19M 0.39%
95,860
+5,060
47
$5.05M 0.38%
45,172
-596
48
$5.05M 0.38%
46,053
+17
49
$5.04M 0.38%
36,123
-110
50
$4.71M 0.35%
86,980
-16,444
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