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
1926
– –
-2,820
1927
– –
-473
1928
– –
-1,345
1929
– –
-2,040
1930
– –
-136
1931
– –
-942
1932
– –
-2,100
1933
– –
-16
1934
– –
-600
1935
– –
-8
1936
– –
-19
1937
– –
-76
1938
– –
-150
1939
– –
-10
1940
– –
-623
1941
– –
0
1942
– –
-158
1943
– –
-900
1944
– –
-837
1945
– –
-277
1946
– –
-584
1947
– –
-660
1948
– –
-48
1949
– –
-30
1950
– –
-4,466
76 77
78
79 80