WAM
Wealthspire Advisors (Maryland) Portfolio holdings
AUM
$2.83B
This Quarter Return
+7.14%
1 Year Return
+10.92%
3 Year Return
+28.85%
5 Year Return
+71.44%
10 Year Return
–
AUM
$2.83B
AUM Growth
+$2.83B
(+103%)
Cap. Flow
+$1.38B
Cap. Flow
% of AUM
48.56%
Top 10 Holdings %
Top 10 Hldgs %
53.9%
Holding
565
New
118
Increased
187
Reduced
167
Closed
83
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$188M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$168M |
| 3 |
iShares US Treasury Bond ETF
GOVT
|
$126M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$123M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$110M |
Top Sells
| 1 |
Accenture
ACN
|
$64.2M |
| 2 |
Apple
AAPL
|
$10.7M |
| 3 |
Stryker
SYK
|
$9.06M |
| 4 |
Chipotle Mexican Grill
CMG
|
$3.85M |
| 5 |
Lowe's Companies
LOW
|
$3.2M |
Sector Composition
| 1 | Technology | 4.42% |
| 2 | Financials | 2.86% |
| 3 | Healthcare | 2.46% |
| 4 | Consumer Discretionary | 2.12% |
| 5 | Communication Services | 1.72% |
