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 | |
|---|---|---|---|---|---|---|
76
Becton Dickinson
BDX
$54.4B
| $2.89M | 0.21% |
12,374
-61
|
|
||
77
Pinterest
PINS
$18.2B
| $2.88M | 0.21% |
130,096
-22,134
|
|
||
78
3M
MMM
$91.1B
| $2.75M | 0.2% |
21,075
+912
|
|
||
79
Comcast
CMCSA
$98.5B
| $2.71M | 0.19% |
69,434
+1,569
|
|
||
80
Eagle Bancorp
EGBN
$603M
| $2.7M | 0.19% |
82,414
+35
|
|
||
81
Abbott
ABT
$220B
| $2.69M | 0.19% |
29,410
+3,164
|
|
||
82
NextEra Energy
NEE
$176B
| $2.65M | 0.19% |
44,080
-2,960
|
|
||
83
Vanguard Total International Stock ETF
VXUS
$111B
| $2.55M | 0.18% |
51,931
+14,222
|
|
||
84
Amgen
AMGN
$182B
| $2.48M | 0.18% |
10,500
+976
|
|
||
85
American Tower
AMT
$82.3B
| $2.39M | 0.17% |
9,233
+219
|
|
||
86
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.68B
| $2.31M | 0.17% |
44,971
-10,309
|
|
||
|
FIF
87
DELISTED
FIRST TRUST ENERGY INFRASTRUCTURE FUND
FIF
| $2.29M | 0.16% |
228,167
+70,714
|
|
||
88
Vanguard Total Bond Market
BND
$142B
| $2.26M | 0.16% |
25,590
+681
|
|
||
89
United Bankshares
UBSI
$5.23B
| $2.2M | 0.16% |
79,429
-4
|
|
||
90
Walmart
WMT
$896B
| $2.16M | 0.15% |
54,192
+456
|
|
||
91
Vanguard High Dividend Yield ETF
VYM
$67.4B
| $2.12M | 0.15% |
26,859
+504
|
|
||
92
AbbVie
ABBV
$397B
| $2.1M | 0.15% |
21,343
+1,014
|
|
||
93
Netflix
NFLX
$463B
| $2.03M | 0.15% |
44,690
+2,100
|
|
||
94
Texas Instruments
TXN
$159B
| $2.03M | 0.15% |
15,993
+422
|
|
||
95
Union Pacific
UNP
$138B
| $1.97M | 0.14% |
11,641
-1,288
|
|
||
96
PayPal
PYPL
$58.9B
| $1.95M | 0.14% |
11,166
+1,230
|
|
||
97
Invesco S&P 500 Equal Weight ETF
RSP
$74.2B
| $1.93M | 0.14% |
18,976
-2,102
|
|
||
98
Bank of America
BAC
$388B
| $1.92M | 0.14% |
80,790
+2,211
|
|
||
99
McDonald's
MCD
$214B
| $1.92M | 0.14% |
10,387
+94
|
|
||
100
Costco
COST
$409B
| $1.91M | 0.14% |
6,296
+682
|
|