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
376
$287K 0.03%
2,050
-712
377
$287K 0.03%
10,779
+1,226
378
$286K 0.03%
9,973
+745
379
$285K 0.03%
8,846
-8,458
380
$284K 0.03%
15,238
+4,853
381
$282K 0.03%
1
382
$281K 0.03%
5,076
+97
383
$279K 0.03%
4,286
+49
384
$276K 0.03%
3,531
+125
385
$273K 0.02%
5,634
-2,952
386
$272K 0.02%
9,173
-9,407
387
$271K 0.02%
11,176
-86
388
$270K 0.02%
249
+10
389
$270K 0.02%
4,631
-64
390
$268K 0.02%
24,172
+1,539
391
$266K 0.02%
5,905
-153
392
$265K 0.02%
3,257
+45
393
$265K 0.02%
3,113
-39
394
$263K 0.02%
4,402
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395
$262K 0.02%
4,191
-28
396
$261K 0.02%
1,217
-200
397
$261K 0.02%
4,829
+30
398
$256K 0.02%
23,000
399
$255K 0.02%
5,840
+465
400
$251K 0.02%
5,838
14 15
16
17 18