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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
1826
– –
-1,072
1827
– –
-6
1828
– –
-189
1829
– –
-3,266
1830
– –
-3,209
1831
– –
-53
1832
– –
-400
1833
– –
-376
1834
– –
-1,674
1835
– –
-4,262
1836
– –
-140
1837
– –
-9
1838
– –
-421
1839
– –
-7,564
1840
– –
-550
1841
– –
-9,976
1842
– –
-1,336
1843
– –
-3
1844
– –
-23
1845
– –
-1,166
1846
– –
-100
1847
– –
-294
1848
– –
-3
1849
– –
-12
1850
– –
-1,746
72 73
74
75 76