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
51
$3.44M 0.31%
22,618
-2,541
52
$3.42M 0.31%
77,859
-1,544
53
$3.27M 0.3%
25,839
-822
54
$3.17M 0.29%
19,284
-942
55
$3.15M 0.29%
63,459
-5,642
56
$3.09M 0.28%
15,851
-117
57
$3.03M 0.27%
28,930
-1,238
58
$3.02M 0.27%
73,565
-9,977
59
$2.93M 0.27%
12,545
-301
60
$2.93M 0.27%
20,877
-5,445
61
$2.93M 0.27%
72,088
-780
62
$2.87M 0.26%
66,796
-2,859
63
$2.65M 0.24%
45,828
-3,162
64
$2.57M 0.23%
34,678
-1,506
65
$2.37M 0.21%
28,479
+134
66
$2.33M 0.21%
36,843
-1,698
67
$2.32M 0.21%
22,793
-498
68
$2.32M 0.21%
6,911
+400
69
$2.25M 0.2%
27,678
-474
70
$2.19M 0.2%
25,045
-1,527
71
$2.18M 0.2%
15,404
-120
72
$2.11M 0.19%
22,818
-1,315
73
$2.06M 0.19%
73,093
+2,889
74
$2.05M 0.19%
360,661
+78,533
75
$1.99M 0.18%
25,335
+783
1 2
3
4 5