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
401
$249K 0.02%
1,870
-102
402
$248K 0.02%
2,419
-219
403
$246K 0.02%
11,592
+12
404
$245K 0.02%
4,598
+44
405
$245K 0.02%
3,310
+55
406
$244K 0.02%
568
-2
407
$244K 0.02%
6,705
408
$244K 0.02%
4,697
-749
409
$243K 0.02%
3,189
+220
410
$242K 0.02%
3,299
+472
411
$241K 0.02%
13,960
-1,970
412
$240K 0.02%
2,873
-53
413
$238K 0.02%
7,585
-494
414
$235K 0.02%
1,857
+96
415
$234K 0.02%
12,250
416
$234K 0.02%
6,875
417
$234K 0.02%
8,455
-21
418
$233K 0.02%
3,183
-1,357
419
$233K 0.02%
12,717
-1,364
420
$231K 0.02%
6,917
+381
421
$231K 0.02%
2,637
-1,173
422
$230K 0.02%
1,944
-567
423
$229K 0.02%
7,963
+171
424
$229K 0.02%
1,469
+22
425
$229K 0.02%
4,112
+102
15 16
17
18 19