WAM
Wealthspire Advisors (Maryland) Portfolio holdings
AUM
$2.83B
1-Year Est. Return
10.92%
1 Year Est. Return
+10.92%
AUM
$1.39B
AUM Growth
+$249M
(+22%)
Holding
483
Top Buys
| 1 | +$8.69M | |
| 2 | +$5.82M | |
| 3 | +$5.57M | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$5.17M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$4.69M |
Top Sells
| 1 | +$7.73M | |
| 2 | +$5.9M | |
| 3 | +$3.58M | |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$3.53M |
| 5 |
Schwab Emerging Markets Equity ETF
SCHE
|
+$3.11M |
Sector Composition
| 1 | Technology | 13.22% |
| 2 | Healthcare | 5.15% |
| 3 | Consumer Discretionary | 4.02% |
| 4 | Financials | 3.94% |
| 5 | Communication Services | 3.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Truist Financial
TFC
$59.5B
| $1.05M | 0.08% |
28,103
-2,456
|
|
||
152
Automatic Data Processing
ADP
$104B
| $1.05M | 0.08% |
7,078
+759
|
|
||
153
General Dynamics
GD
$90.7B
| $1.05M | 0.08% |
7,013
+340
|
|
||
154
Goldman Sachs
GS
$245B
| $1.04M | 0.07% |
5,275
+30
|
|
||
155
Broadcom
AVGO
$1.8T
| $1.03M | 0.07% |
32,720
-5,130
|
|
||
156
Norfolk Southern
NSC
$65.5B
| $1.01M | 0.07% |
5,739
-212
|
|
||
157
Fastenal
FAST
$46.5B
| $1M | 0.07% |
46,842
+194
|
|
||
158
Novartis
NVS
$254B
| $1M | 0.07% |
11,474
-1,978
|
|
||
159
CVS Health
CVS
$98.5B
| $998K | 0.07% |
15,353
+181
|
|
||
160
Cooper Companies
COO
$15.1B
| $992K | 0.07% |
13,988
+664
|
|
||
161
Appian
APPN
$3.02B
| $990K | 0.07% |
19,322
-2,878
|
|
||
162
ASML
ASML
$430B
| $983K | 0.07% |
2,670
-343
|
|
||
163
Amphenol
APH
$173B
| $982K | 0.07% |
41,008
+4,796
|
|
||
164
Moody's
MCO
$87B
| $977K | 0.07% |
3,558
+38
|
|
||
165
General Mills
GIS
$24.5B
| $971K | 0.07% |
15,751
-189
|
|
||
166
Citigroup
C
$185B
| $955K | 0.07% |
18,682
-3,549
|
|
||
167
Philip Morris
PM
$241B
| $946K | 0.07% |
13,510
+1,928
|
|
||
168
Labcorp
LH
$22B
| $943K | 0.07% |
6,606
-250
|
|
||
169
United Parcel Service
UPS
$81.1B
| $936K | 0.07% |
8,416
+799
|
|
||
170
Mercado Libre
MELI
$107B
| $935K | 0.07% |
949
-54
|
|
||
171
Intuit
INTU
$177B
| $918K | 0.07% |
3,100
+119
|
|
||
172
Henry Schein
HSIC
$8.44B
| $903K | 0.06% |
15,470
-24
|
|
||
173
Altria Group
MO
$98.7B
| $875K | 0.06% |
22,290
+1,995
|
|
||
174
Copart
CPRT
$37.7B
| $868K | 0.06% |
41,692
+1,076
|
|
||
175
Baxter International
BAX
$9.68B
| $866K | 0.06% |
10,054
-75
|
|