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
251
$463K 0.04%
5,428
-283
252
$461K 0.04%
6,324
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253
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7,097
-31
254
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11,445
255
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8,184
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256
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5,455
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257
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3,215
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258
$452K 0.04%
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259
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10,148
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260
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261
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6,350
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262
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263
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264
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6,347
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265
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10,080
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266
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267
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268
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26,168
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269
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6,284
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270
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18,780
-1,005
271
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7,286
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272
$427K 0.04%
20,321
+1,871
273
$425K 0.04%
6,221
+188
274
$421K 0.04%
9,188
-3,904
275
$420K 0.04%
14,266
+2
9 10
11
12 13