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
101
$1.56M 0.12%
4,254
-455
102
$1.55M 0.12%
8,438
-219
103
$1.55M 0.12%
4,214
+1,174
104
$1.53M 0.11%
21,095
-286
105
$1.5M 0.11%
24,384
+122
106
$1.47M 0.11%
36,561
+336
107
$1.44M 0.11%
4,879
+315
108
$1.43M 0.11%
12,090
109
$1.39M 0.1%
2,957
+558
110
$1.34M 0.1%
4,161
+32
111
$1.31M 0.1%
6,626
-1,296
112
$1.27M 0.09%
15,184
-134
113
$1.27M 0.09%
26,761
-4,038
114
$1.26M 0.09%
10,480
-405
115
$1.26M 0.09%
6,333
-141
116
$1.26M 0.09%
23,999
-1,576
117
$1.23M 0.09%
13,472
-6,318
118
$1.23M 0.09%
25,861
-1,337
119
$1.21M 0.09%
9,820
-45
120
$1.2M 0.09%
14,488
+337
121
$1.19M 0.09%
15,176
-877
122
$1.19M 0.09%
12,721
+718
123
$1.19M 0.09%
22,684
+323
124
$1.17M 0.09%
43,818
+29,855
125
$1.16M 0.09%
7,947
+309
3 4
5
6 7