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
2676
$0 ﹤0.01%
+8
2677
– –
-346
2678
$0 ﹤0.01%
4
2679
– –
-123
2680
$0 ﹤0.01%
7
-64
2681
$0 ﹤0.01%
14
2682
$0 ﹤0.01%
+5
2683
– –
-144
2684
$0 ﹤0.01%
6
2685
$0 ﹤0.01%
5
2686
$0 ﹤0.01%
+7
2687
$0 ﹤0.01%
37
-29
2688
– –
-172
2689
– –
0
2690
$0 ﹤0.01%
12
-6
2691
– –
-1,079,200
2692
– –
-55
2693
$0 ﹤0.01%
20
2694
$0 ﹤0.01%
+25
2695
– –
-129
2696
– –
-6
2697
– –
-28
2698
$0 ﹤0.01%
5
2699
$0 ﹤0.01%
+112
2700
– –
-250
106 107
108
109 110