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
2001
– –
-2,408
2002
– –
-10
2003
– –
-100
2004
– –
0
2005
– –
-239
2006
– –
-600
2007
– –
-2,506
2008
– –
-2,002
2009
– –
-301
2010
– –
-95
2011
– –
-327
2012
– –
-1,341
2013
– –
-3,030
2014
– –
-398
2015
– –
-3,446
2016
– –
-104
2017
– –
-71
2018
– –
0
2019
– –
-920
2020
– –
-258
2021
– –
-34
2022
– –
-9
2023
– –
-142
2024
– –
-1,950
2025
– –
-266
79 80
81
82 83