WAM
Wealthspire Advisors (Maryland) Portfolio holdings
AUM
$2.83B
1-Year Est. Return
10.92%
1 Year Est. Return
+10.92%
AUM
$1.39B
AUM Growth
+$249M
(+22%)
Holding
483
Top Buys
| 1 | +$8.69M | |
| 2 | +$5.82M | |
| 3 | +$5.57M | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$5.17M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$4.69M |
Top Sells
| 1 | +$7.73M | |
| 2 | +$5.9M | |
| 3 | +$3.58M | |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$3.53M |
| 5 |
Schwab Emerging Markets Equity ETF
SCHE
|
+$3.11M |
Sector Composition
| 1 | Technology | 13.22% |
| 2 | Healthcare | 5.15% |
| 3 | Consumer Discretionary | 4.02% |
| 4 | Financials | 3.94% |
| 5 | Communication Services | 3.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Lowe's Companies
LOW
$136B
| $4.38M | 0.31% |
32,391
-2,227
|
|
||
52
Chipotle Mexican Grill
CMG
$45.1B
| $4.35M | 0.31% |
206,800
-17,850
|
|
||
53
iShares Russell 1000 Value ETF
IWD
$67.6B
| $4.25M | 0.3% |
37,710
-31,809
|
|
||
54
JPMorgan Chase
JPM
$838B
| $4.14M | 0.3% |
43,998
-1,687
|
|
||
55
Starbucks
SBUX
$96.9B
| $3.97M | 0.28% |
53,944
-516
|
|
||
|
FISV
56
Fiserv Inc
FISV
$34B
| $3.85M | 0.28% |
39,471
+945
|
|
||
57
Tesla
TSLA
$1.43T
| $3.82M | 0.27% |
53,040
-7,260
|
|
||
58
Walt Disney
DIS
$187B
| $3.76M | 0.27% |
33,713
-1,086
|
|
||
59
Intel
INTC
$207B
| $3.66M | 0.26% |
61,219
+1,993
|
|
||
60
Home Depot
HD
$352B
| $3.66M | 0.26% |
14,601
-927
|
|
||
61
Vanguard Value ETF
VTV
$152B
| $3.65M | 0.26% |
36,620
+13,040
|
|
||
62
Danaher
DHR
$160B
| $3.53M | 0.25% |
22,493
-109
|
|
||
63
AT&T
T
$181B
| $3.41M | 0.24% |
149,326
-22,960
|
|
||
64
Merck
MRK
$251B
| $3.27M | 0.23% |
44,254
-56
|
|
||
65
Vanguard Large-Cap ETF
VV
$47.3B
| $3.22M | 0.23% |
22,509
+9,213
|
|
||
66
iShares Russell 1000 ETF
IWB
$45.3B
| $3.13M | 0.22% |
18,221
-306
|
|
||
67
Adobe
ADBE
$135B
| $3.08M | 0.22% |
7,066
+961
|
|
||
68
iShares S&P 500 Growth ETF
IVW
$66.6B
| $3.07M | 0.22% |
59,232
+8,104
|
|
||
69
Exxon Mobil
XOM
$487B
| $3.06M | 0.22% |
68,419
+4,488
|
|
||
70
Nike
NKE
$96B
| $3.05M | 0.22% |
31,085
+1,759
|
|
||
71
SPDR Gold Trust
GLD
$141B
| $3.03M | 0.22% |
18,118
+1,858
|
|
||
72
IBM
IBM
$282B
| $3.02M | 0.22% |
26,178
+1,378
|
|
||
73
SPDR S&P MidCap 400 ETF Trust
MDY
$23.3B
| $2.96M | 0.21% |
9,130
-376
|
|
||
74
Atlantic Union Bankshares
AUB
$4.86B
| $2.93M | 0.21% |
126,658
|
|
||
75
Cisco
CSCO
$304B
| $2.9M | 0.21% |
62,281
+1,308
|
|