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
$1.1B
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,750
New
Increased
Reduced
Closed

Top Buys

1
+$35M
2
+$5.3M
3
+$3.98M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.8M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.56M

Top Sells

1
+$3.17M
2
+$2.12M
3
+$1.08M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$765K
5
TWX
Time Warner Inc
TWX
+$603K

Sector Composition

1 Technology 10.34%
2 Financials 6.94%
3 Healthcare 5.22%
4 Industrials 4.08%
5 Communication Services 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$525K 0.05%
3,678
+114
227
$523K 0.05%
39,069
+15
228
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3,741
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230
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6,633
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231
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6,510
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232
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233
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234
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-19
235
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236
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-3,246
237
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10,147
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238
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239
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2,712
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240
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241
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243
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244
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245
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19,440
246
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27,147
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247
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5,933
-3,215
248
$473K 0.04%
6,937
-1,199
249
$470K 0.04%
1,529
-107
250
$465K 0.04%
5,877
-720
8 9
10
11 12