We are live on ! Find out more
WAM

Wealthspire Advisors (Maryland) Portfolio holdings

AUM $2.83B
1-Year Est. Return 10.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.91%
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
+$7.74M
2
+$6.11M
3
+$4.29M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.57M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.44M

Top Sells

1
+$2.36M
2
+$1.95M
3
+$1.43M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.26M
5
TXN icon
Texas Instruments
TXN
+$1.08M

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
1376
– –
-246
1377
– –
-60
1378
– –
-76
1379
– –
-11
1380
– –
-105
1381
– –
-951
1382
– –
-3,010
1383
– –
-594
1384
– –
-40
1385
– –
-85
1386
– –
-542
1387
– –
-26
1388
– –
-304
1389
– –
-246
1390
– –
-1,171
1391
– –
-272
1392
– –
-294
1393
– –
-111
1394
– –
-114
1395
– –
-1,800
1396
– –
-1,648
1397
– –
-130
1398
– –
-3
1399
– –
-74
1400
– –
-353
54 55
56
57 58