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
1976
– –
-54
1977
– –
-117
1978
– –
-8
1979
– –
-1,225
1980
– –
-1,722
1981
– –
-159
1982
– –
-758
1983
– –
-526
1984
– –
-260
1985
– –
-288
1986
– –
-1,027
1987
– –
-22
1988
– –
-675
1989
– –
-185
1990
– –
-2,734
1991
– –
-96
1992
– –
-151
1993
– –
-57
1994
– –
-20
1995
– –
-635
1996
– –
-2,226
1997
– –
-80
1998
– –
-319
1999
– –
-871
2000
– –
-497
78 79
80
81 82