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
601
$129K 0.01%
2,330
602
$129K 0.01%
2,983
-1,119
603
$129K 0.01%
4,310
-1,350
604
$129K 0.01%
1,379
-418
605
$128K 0.01%
9,554
+616
606
$127K 0.01%
4,175
607
$126K 0.01%
918
+30
608
$126K 0.01%
4,557
+659
609
$126K 0.01%
7,329
+335
610
$126K 0.01%
3,042
-1,788
611
$126K 0.01%
3,335
-845
612
$125K 0.01%
8,546
-463
613
$125K 0.01%
5,960
-560
614
$125K 0.01%
596
-37
615
$125K 0.01%
929
-13
616
$124K 0.01%
3,293
-2,180
617
$124K 0.01%
5,072
+67
618
$123K 0.01%
1,870
-97
619
$123K 0.01%
9,735
620
$123K 0.01%
561
+33
621
$123K 0.01%
2,874
+3
622
$122K 0.01%
550
+14
623
– –
0
624
$122K 0.01%
9,938
-1,745
625
$121K 0.01%
1,319
+790
23 24
25
26 27