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
-1,228
1952
-230
1953
-558
1954
-40
1955
-324
1956
-122
1957
-1,115
1958
-8
1959
-500
1960
-2,000
1961
-62
1962
-425
1963
-1,812
1964
-4
1965
-1,211
1966
-278
1967
-700
1968
-7
1969
-5
1970
-151
1971
-784
1972
-51
1973
-390
1974
-64
1975
-185