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
501
$176K 0.02%
3,252
+2
502
$174K 0.02%
1,331
+489
503
$174K 0.02%
9,354
+582
504
$174K 0.02%
3,920
+369
505
$173K 0.02%
20,000
-7,950
506
$172K 0.02%
2,119
+16
507
$171K 0.02%
2,703
+40
508
$171K 0.02%
10,845
-2,430
509
$171K 0.02%
2,608
-537
510
$170K 0.02%
3,803
+38
511
$170K 0.02%
1,392
+53
512
$169K 0.02%
568
+37
513
$169K 0.02%
4,220
-200
514
$168K 0.02%
3,281
-25
515
$168K 0.02%
1,016
+80
516
$167K 0.02%
5,010
-52
517
$165K 0.01%
4,115
-172
518
$165K 0.01%
809
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519
$163K 0.01%
4,945
-888
520
$163K 0.01%
1,671
521
$163K 0.01%
3,544
-85
522
$163K 0.01%
1,685
+17
523
$162K 0.01%
2,216
+27
524
– –
0
525
$161K 0.01%
2,703
-113
19 20
21
22 23