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
76
$2.62M 0.2%
58,540
-6,256
77
$2.58M 0.19%
29,746
+3,197
78
$2.53M 0.19%
49,328
-5,436
79
$2.52M 0.19%
14,903
-712
80
$2.5M 0.19%
478,964
-211
81
$2.5M 0.19%
6,868
+22
82
$2.5M 0.19%
28,558
+61
83
$2.41M 0.18%
18,104
-595
84
$2.4M 0.18%
11,555
+133
85
$2.39M 0.18%
82,287
-1,459
86
$2.32M 0.17%
21,536
+4,111
87
$2.29M 0.17%
62,220
+7,410
88
$2.28M 0.17%
2,669
89
$2.13M 0.16%
8,072
+142
90
$2.11M 0.16%
25,044
+6,445
91
$1.99M 0.15%
11,374
-1,007
92
$1.97M 0.15%
34,654
+208
93
$1.94M 0.15%
25,000
94
$1.93M 0.14%
16,782
-9,615
95
$1.88M 0.14%
9,212
+102
96
$1.83M 0.14%
15,708
-173
97
$1.81M 0.14%
21,604
-2,298
98
$1.7M 0.13%
24,367
-304
99
$1.58M 0.12%
11,889
-876
100
$1.58M 0.12%
22,617
-2,159
2 3
4
5 6