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
526
$160K 0.01%
2,434
+198
527
$159K 0.01%
2,384
+44
528
$159K 0.01%
2,522
-178
529
$159K 0.01%
+154
530
$158K 0.01%
235
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531
$158K 0.01%
6,903
-760
532
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7,511
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533
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534
$157K 0.01%
2,024
-498
535
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2,331
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536
$155K 0.01%
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537
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2,553
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538
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3,478
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2,032
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540
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3,560
-330
541
$155K 0.01%
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0
543
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2,192
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544
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545
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546
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3,428
547
$153K 0.01%
1,470
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548
$153K 0.01%
7,075
+35
549
$153K 0.01%
1,111
550
$152K 0.01%
3,422
+234
20 21
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