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
2026
– –
-93
2027
– –
-166
2028
– –
-3,000
2029
– –
-123
2030
– –
-285
2031
– –
-91
2032
– –
-479
2033
– –
-3
2034
– –
0
2035
– –
-60
2036
– –
-134
2037
– –
-13
2038
– –
-905
2039
– –
-900
2040
– –
0
2041
– –
-2,408
2042
– –
-10
2043
– –
-100
2044
– –
-100
2045
– –
0
2046
– –
-239
2047
– –
-600
2048
– –
-2,506
2049
– –
-2,002
2050
– –
-510
80 81
82
83 84