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
326
$338K 0.03%
5,722
+1,216
327
$336K 0.03%
7,267
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328
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329
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330
$331K 0.03%
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331
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332
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1,458
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333
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5,172
334
$325K 0.03%
24,410
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335
$325K 0.03%
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336
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5,271
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337
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338
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339
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7,767
340
$322K 0.03%
2,399
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341
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342
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343
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3,028
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344
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5,540
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345
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7,232
-3,103
346
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6,546
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347
$312K 0.03%
21,773
-2,976
348
$312K 0.03%
3,479
-194
349
$312K 0.03%
13,623
+70
350
$312K 0.03%
1,812
-125
12 13
14
15 16