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
– –
-64
1977
– –
-2,507
1978
– –
-914
1979
– –
0
1980
– –
-213
1981
– –
-1,080
1982
– –
-586
1983
– –
-667
1984
– –
-47
1985
– –
-1,642
1986
– –
-100
1987
– –
-606
1988
– –
-2,340
1989
– –
-542
1990
– –
-59
1991
– –
-1,132
1992
– –
-51
1993
– –
-1,466
1994
– –
-130
1995
– –
-53
1996
– –
-965
1997
– –
-121
1998
– –
-6,073
1999
– –
-71
2000
– –
-88
78 79
80
81 82