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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
2001
– –
-758
2002
– –
-526
2003
– –
-288
2004
– –
-1,027
2005
– –
-22
2006
– –
-675
2007
– –
-185
2008
– –
-2,734
2009
– –
-96
2010
– –
-151
2011
– –
-57
2012
– –
-20
2013
– –
-635
2014
– –
-2,226
2015
– –
-80
2016
– –
-319
2017
– –
-871
2018
– –
-497
2019
– –
-383
2020
– –
0
2021
– –
-205
2022
– –
-175
2023
– –
-162
2024
– –
-3,160
2025
– –
-12
79 80
81
82 83