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
126
$1.14M 0.09%
10,483
+3,570
127
$1.13M 0.08%
6,680
+107
128
$1.13M 0.08%
5,633
-122
129
$1.1M 0.08%
20,720
+5,419
130
$1.09M 0.08%
5,174
-16
131
$1.07M 0.08%
9,386
+84
132
$1.06M 0.08%
43,245
+810
133
$1.04M 0.08%
6,928
-60
134
$1.03M 0.08%
10,250
135
$1.03M 0.08%
23,962
-1,241
136
$1.02M 0.08%
8,011
-8
137
$1.01M 0.08%
6,835
+1,154
138
$1.01M 0.08%
6,099
+42
139
$993K 0.07%
11,788
-2,480
140
$980K 0.07%
6,554
+27
141
$975K 0.07%
5,221
142
$968K 0.07%
37,928
-8,768
143
$960K 0.07%
7,718
-667
144
$955K 0.07%
17,430
+10,069
145
$926K 0.07%
5,641
-463
146
$906K 0.07%
55,576
-3,056
147
$892K 0.07%
8,053
+1,362
148
$883K 0.07%
5,778
+183
149
$876K 0.07%
21,783
150
$876K 0.07%
179,885
-10,115
4 5
6
7 8