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
676
$108K 0.01%
1,083
-21
677
$108K 0.01%
10,390
+302
678
$108K 0.01%
732
-76
679
$108K 0.01%
2,302
+215
680
$108K 0.01%
3,268
+305
681
$108K 0.01%
1,399
682
$108K 0.01%
8,697
+42
683
$107K 0.01%
8,486
-65
684
$106K 0.01%
8,103
+234
685
$106K 0.01%
914
686
$106K 0.01%
1,260
-308
687
$105K 0.01%
2,697
-350
688
$105K 0.01%
2,083
-140
689
$104K 0.01%
1,591
+42
690
$104K 0.01%
2,263
-111
691
$104K 0.01%
1,639
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692
$104K 0.01%
3,301
693
$104K 0.01%
2,013
-11
694
$104K 0.01%
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695
$102K 0.01%
811
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696
$102K 0.01%
3,658
-600
697
$102K 0.01%
2,156
-25
698
$102K 0.01%
1,842
-106
699
$102K 0.01%
9,276
-3,000
700
$101K 0.01%
934
-148
26 27
28
29 30