WAM

Wealthspire Advisors (Maryland) Portfolio holdings

AUM $2.83B
1-Year Est. Return 10.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.91%
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
+$7.74M
2
+$6.11M
3
+$4.29M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.57M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.44M

Top Sells

1
+$2.36M
2
+$1.95M
3
+$1.43M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.26M
5
TXN icon
Texas Instruments
TXN
+$1.08M

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
– –
-44
1977
– –
-4
1978
– –
-49
1979
– –
-1,406
1980
– –
-1,912
1981
– –
-171
1982
– –
-62
1983
– –
-560
1984
– –
-212
1985
– –
-119
1986
– –
-223
1987
– –
-2,031
1988
– –
-1,054
1989
– –
-259
1990
– –
-4,334
1991
– –
-8
1992
– –
-548
1993
– –
-62
1994
– –
-84
1995
– –
-24
1996
– –
-291
1997
– –
-2,097
1998
– –
-39
1999
– –
-5,000
2000
– –
-3,150
78 79
80
81 82