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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
2026
– –
-191
2027
– –
-2,002
2028
– –
-5
2029
– –
-100
2030
– –
-1,235
2031
– –
-10
2032
– –
-596
2033
– –
-51
2034
– –
-141
2035
– –
-2,000
2036
– –
-54
2037
– –
-520
2038
– –
-180
2039
– –
-163
2040
– –
-145
2041
– –
-60
2042
– –
-136
2043
– –
-134
2044
– –
-25
2045
– –
-3,521
2046
– –
-135
2047
– –
-93
2048
– –
-166
2049
– –
-3,000
2050
– –
-123
80 81
82
83 84