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
– –
-57
1952
– –
-1,377
1953
– –
-347
1954
– –
-21
1955
– –
-457
1956
– –
-144
1957
– –
-9
1958
– –
-786
1959
– –
-457
1960
– –
-287
1961
– –
-8
1962
– –
-369
1963
– –
-1,053
1964
– –
-716
1965
– –
-3,160
1966
– –
-12
1967
– –
-2,002
1968
– –
-5
1969
– –
-100
1970
– –
-1,235
1971
– –
-10
1972
– –
-51
1973
– –
-141
1974
– –
-2,000
1975
– –
-54
77 78
79
80 81