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
701
$101K 0.01%
1,861
-359
702
$101K 0.01%
1,283
703
$101K 0.01%
4,306
-869
704
$100K 0.01%
924
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705
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6,882
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706
$100K 0.01%
5,131
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707
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1,533
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708
$100K 0.01%
623
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709
$99K 0.01%
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710
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1,271
711
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3,649
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712
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714
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2,000
715
$97K 0.01%
776
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716
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117,875
720
– –
0
721
$96K 0.01%
3,145
+212
722
$96K 0.01%
1,192
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723
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3,966
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724
$95K 0.01%
751
+7
725
$95K 0.01%
+1,621
27 28
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