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
51
$4.55M 0.34%
18,658
+2,038
52
$4.29M 0.32%
26,377
+6
53
$4.28M 0.32%
22,156
+1,621
54
$4.12M 0.31%
51,530
+6,229
55
$3.93M 0.29%
79,697
+5,969
56
$3.93M 0.29%
267,900
-50
57
$3.91M 0.29%
72,360
-3,020
58
$3.88M 0.29%
153,518
-3,457
59
$3.85M 0.29%
55,394
+70
60
$3.71M 0.28%
36,726
-313
61
$3.66M 0.27%
66,806
-637
62
$3.56M 0.27%
23,683
+1,328
63
$3.45M 0.26%
14,028
+1,772
64
$3.41M 0.26%
25,844
+2
65
$3.33M 0.25%
26,749
-349
66
$3.24M 0.24%
15,595
-115
67
$3.24M 0.24%
39,504
-1,236
68
$3.21M 0.24%
22,137
+1,231
69
$3.04M 0.23%
63,483
+5,564
70
$3M 0.22%
32,944
-318
71
$2.92M 0.22%
33,428
+1,744
72
$2.92M 0.22%
23,008
-2,381
73
$2.9M 0.22%
68,591
+10,449
74
$2.89M 0.22%
78,022
-9,214
75
$2.88M 0.22%
29,502
+58
1 2
3
4 5