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
– –
-8
1927
– –
-1,225
1928
– –
-1,722
1929
– –
-159
1930
– –
-758
1931
– –
-526
1932
– –
-6
1933
– –
-1,199
1934
– –
-213
1935
– –
-260
1936
– –
-288
1937
– –
-675
1938
– –
-185
1939
– –
-2,734
1940
– –
-96
1941
– –
-151
1942
– –
-57
1943
– –
-20
1944
– –
-635
1945
– –
-2,226
1946
– –
-80
1947
– –
-319
1948
– –
-871
1949
– –
-497
1950
– –
-383
76 77
78
79 80