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
276
$420K 0.04%
5,443
-1,037
277
$418K 0.04%
1,918
-34
278
$415K 0.04%
6,900
+1,839
279
$412K 0.04%
4,858
-330
280
$412K 0.04%
8,435
+6,235
281
$411K 0.04%
10,715
-62
282
$405K 0.04%
3,935
+6
283
$403K 0.04%
6,422
-306
284
$402K 0.04%
42,630
-21,720
285
$397K 0.04%
6,864
-500
286
$397K 0.04%
4,408
-345
287
$396K 0.04%
2,333
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288
$394K 0.04%
23,673
289
$394K 0.04%
2,914
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290
$394K 0.04%
8,508
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291
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292
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5,369
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293
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5,632
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294
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6,224
-505
295
$386K 0.04%
6,128
-291
296
– –
0
297
$383K 0.03%
7,300
+2,286
298
$380K 0.03%
5,507
+1,416
299
$379K 0.03%
8,818
-1,543
300
$375K 0.03%
3,615
-62
10 11
12
13 14