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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
2401
– –
-1,544
2402
– –
-355
2403
– –
-81
2404
– –
-223
2405
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-245
2406
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-621
2407
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-1,825
2408
– –
-3
2409
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-39
2410
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-33
2411
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-115
2412
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-943
2413
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-121
2414
– –
-1,290
2415
– –
-68
2416
– –
-29
2417
– –
-3,468
2418
– –
-4,500
2419
– –
-258
2420
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-71
2421
– –
-5,266
2422
– –
-3,779
2423
– –
-948
2424
– –
-292
2425
– –
-4,867
95 96
97
98 99