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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
2051
– –
-285
2052
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-91
2053
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-479
2054
– –
-3
2055
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0
2056
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-60
2057
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-134
2058
– –
-13
2059
– –
-905
2060
– –
-900
2061
– –
0
2062
– –
-2,408
2063
– –
-10
2064
– –
-100
2065
– –
0
2066
– –
-239
2067
– –
-600
2068
– –
-2,506
2069
– –
-2,002
2070
– –
-510
2071
– –
-4,143
2072
– –
-382
2073
– –
-458
2074
– –
-589
2075
– –
-301
81 82
83
84 85