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
451
$209K 0.02%
4,014
-166
452
$208K 0.02%
3,135
-1
453
$206K 0.02%
9,074
+51
454
$203K 0.02%
8,570
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455
$203K 0.02%
3,754
-227
456
$203K 0.02%
1,749
-214
457
$203K 0.02%
3,713
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458
$202K 0.02%
2,470
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459
$202K 0.02%
9,578
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460
$202K 0.02%
11,034
-483
461
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5,619
-4
462
$201K 0.02%
7,553
-1,854
463
$200K 0.02%
3,778
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464
$200K 0.02%
5,011
-67
465
$200K 0.02%
2,620
-187
466
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467
$198K 0.02%
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468
$198K 0.02%
11,002
-1,553
469
$197K 0.02%
2,600
-123
470
$197K 0.02%
3,323
+34
471
$194K 0.02%
14,650
472
$194K 0.02%
6,632
473
$193K 0.02%
2,120
+125
474
$192K 0.02%
5,050
+3,560
475
$192K 0.02%
11,509
17 18
19
20 21