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
1701
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1702
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1703
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-1,171
1704
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-54
1705
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1706
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1707
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1708
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1709
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-80
1710
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-2,626
1711
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1712
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1713
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-4,772
1714
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1715
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-279
1716
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-283
1717
– –
-4,911
1718
– –
-750
1719
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1720
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-200
1721
– –
-3,858
1722
– –
-835
1723
– –
-4,250
1724
– –
-965
1725
– –
-128
67 68
69
70 71