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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
1951
– –
-113
1952
– –
-1,000
1953
– –
-50
1954
– –
-742
1955
– –
-99
1956
– –
-663
1957
– –
-1,178
1958
– –
-83
1959
– –
-30
1960
– –
-5,015
1961
– –
-820
1962
– –
-156
1963
– –
-470
1964
– –
-269
1965
– –
-495
1966
– –
-151
1967
– –
-2,283
1968
– –
-48
1969
– –
-731
1970
– –
-42
1971
– –
-218
1972
– –
-7,245
1973
– –
-3,819
1974
– –
-280
1975
– –
-1,459
77 78
79
80 81