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
351
$311K 0.03%
6,163
-625
352
$311K 0.03%
6,122
-94
353
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5,366
-508
354
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6,230
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356
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2,883
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357
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4,444
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358
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359
$305K 0.03%
2,238
-24
360
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361
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7,058
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362
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5,720
363
$301K 0.03%
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364
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5,785
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365
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366
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368
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4,083
369
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997
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370
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371
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4,694
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372
$290K 0.03%
7,045
373
$289K 0.03%
2,370
+49
374
$288K 0.03%
10,469
-51
375
$288K 0.03%
5,483
-357
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15
16 17