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
476
$192K 0.02%
7,905
-1,265
477
$192K 0.02%
18,067
+2,147
478
$191K 0.02%
3,656
479
$191K 0.02%
1,122
-52
480
$190K 0.02%
3,050
-3,322
481
$190K 0.02%
2,897
+4
482
$190K 0.02%
13,656
+24
483
$189K 0.02%
5,013
-142
484
$189K 0.02%
+6,309
485
$189K 0.02%
3,000
+2,080
486
$188K 0.02%
3,236
-230
487
$187K 0.02%
2,343
+809
488
$187K 0.02%
4,085
-144
489
$186K 0.02%
545
+2
490
$185K 0.02%
1,788
+1,484
491
$184K 0.02%
6,374
+1,120
492
$182K 0.02%
6,012
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493
$182K 0.02%
11,895
-1,595
494
$179K 0.02%
7,972
-22
495
$178K 0.02%
4,081
+609
496
$177K 0.02%
1,922
+58
497
$177K 0.02%
3,931
-780
498
$177K 0.02%
4,382
+1,738
499
$176K 0.02%
1,579
-277
500
$176K 0.02%
3,568
-139
18 19
20
21 22