WAM

Wealthspire Advisors (Maryland) Portfolio holdings

AUM $2.83B
1-Year Est. Return 10.92%
This Quarter Est. Return
1 Year Est. Return
+10.92%
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
+$7.84M
2
+$6.57M
3
+$4.38M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.61M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.5M

Top Sells

1
+$2.36M
2
+$1.97M
3
+$1.49M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.27M
5
TXN icon
Texas Instruments
TXN
+$1.1M

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
– –
-68
1952
– –
-1,808
1953
– –
-194
1954
– –
-15
1955
– –
-8
1956
– –
-72
1957
– –
-37
1958
– –
-790
1959
– –
-947
1960
– –
-72
1961
– –
-3,412
1962
– –
-2,248
1963
– –
-1,050
1964
– –
-45
1965
– –
-500
1966
– –
-48
1967
– –
-1,408
1968
– –
-5,694
1969
– –
-1,068
1970
– –
-186
1971
– –
-2,445
1972
– –
-190
1973
– –
-523
1974
– –
-57
1975
– –
-240
77 78
79
80 81