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
1676
– –
-36
1677
– –
-115
1678
– –
-205
1679
– –
-2,270
1680
– –
-420
1681
– –
-94
1682
– –
-2,837
1683
– –
-1,386
1684
– –
-7,031
1685
– –
-25
1686
– –
-94
1687
– –
-6,740
1688
– –
-182
1689
– –
-404
1690
– –
-50
1691
– –
-1,222
1692
– –
-3
1693
– –
-165
1694
– –
-7,935
1695
– –
-1
1696
– –
-183
1697
– –
-1,331
1698
– –
-108
1699
– –
-1,529
1700
– –
-439
66 67
68
69 70