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
301
$375K 0.03%
19,677
+1,054
302
$374K 0.03%
6,836
-201
303
$374K 0.03%
9,487
-123
304
$373K 0.03%
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305
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1,234
-410
306
$368K 0.03%
5,842
+14
307
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7,570
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308
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2,208
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309
$366K 0.03%
2,350
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310
$364K 0.03%
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311
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312
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3,152
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313
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14,600
314
$355K 0.03%
5,133
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315
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3,114
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316
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317
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6,576
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318
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4,780
-2,400
319
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11,850
-15
320
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2,860
321
$347K 0.03%
9,558
-1,554
322
$343K 0.03%
19,308
+3,099
323
$341K 0.03%
54,615
+10,166
324
$339K 0.03%
1,929
+1
325
$338K 0.03%
3,426
+535
11 12
13
14 15