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
26
$7.62M 0.69%
52,967
+61
27
$7.4M 0.67%
20,836
+2,889
28
$7.31M 0.66%
173,179
-5,347
29
$7.29M 0.66%
85,760
+9,920
30
$7.2M 0.65%
117,379
-2,000
31
$6.65M 0.6%
193,179
-2,195
32
$6.21M 0.56%
61,150
+2,244
33
$6.17M 0.56%
50,836
+314
34
$6.02M 0.55%
72,795
-662
35
$5.36M 0.49%
27,249
-1,825
36
$5.14M 0.47%
91,120
-1,220
37
$5.08M 0.46%
41,885
-2,779
38
$5.08M 0.46%
139,556
-4,202
39
$4.93M 0.45%
47,273
+195
40
$4.88M 0.44%
44,828
-972
41
$4.25M 0.39%
32,125
-491
42
$4.22M 0.38%
108,335
+42,505
43
$4.15M 0.38%
74,320
+300
44
$4.13M 0.37%
34,800
-17,869
45
$3.94M 0.36%
16,039
-344
46
$3.92M 0.35%
161,551
-3,266
47
$3.84M 0.35%
140,008
-2,666
48
$3.78M 0.34%
19,443
-1,049
49
$3.75M 0.34%
48,077
+209
50
$3.54M 0.32%
26,524
-1,201
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