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
426
$227K 0.02%
3,283
+44
427
$226K 0.02%
4,264
-236
428
$224K 0.02%
2,107
+331
429
$224K 0.02%
4,154
+452
430
$224K 0.02%
2,675
+17
431
$223K 0.02%
8,582
432
$222K 0.02%
3,386
+39
433
$222K 0.02%
4,044
+5
434
– –
0
435
$221K 0.02%
6,120
-294
436
$220K 0.02%
1,181
+101
437
$219K 0.02%
1,297
-12
438
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1,269
-171
439
$219K 0.02%
4,439
-526
440
$218K 0.02%
1,455
+3
441
$217K 0.02%
6,633
-20
442
$216K 0.02%
4,422
+1,314
443
$216K 0.02%
10,396
+235
444
$216K 0.02%
1,611
-176
445
$215K 0.02%
3,869
-33
446
$214K 0.02%
3,040
-184
447
$214K 0.02%
1,629
+1,184
448
$210K 0.02%
14,541
+20
449
– –
0
450
$209K 0.02%
2,077
+18
16 17
18
19 20