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
651
$115K 0.01%
1,764
-2,184
652
$114K 0.01%
852
-99
653
$114K 0.01%
6,181
-5,728
654
$114K 0.01%
2,692
+279
655
$113K 0.01%
4,364
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656
$113K 0.01%
2,548
-26
657
$113K 0.01%
3,946
-345
658
$112K 0.01%
2,880
+44
659
– –
0
660
$112K 0.01%
10,434
+3,259
661
$112K 0.01%
1,201
+38
662
$112K 0.01%
1,011
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663
$112K 0.01%
4,735
+4,033
664
$111K 0.01%
4,161
-496
665
$111K 0.01%
1,059
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666
$111K 0.01%
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667
$111K 0.01%
859
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$111K 0.01%
664
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669
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1,073
-354
670
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2,491
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671
$110K 0.01%
27,644
672
$109K 0.01%
946
+342
673
$109K 0.01%
1,878
-138
674
$109K 0.01%
3,553
+525
675
$109K 0.01%
5,035
-2,212
25 26
27
28 29