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
726
$95K 0.01%
736
+20
727
$95K 0.01%
1,137
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728
$94K 0.01%
2,282
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729
$94K 0.01%
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$93K 0.01%
2,523
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731
$93K 0.01%
2,642
-14
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$92K 0.01%
492
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734
$92K 0.01%
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544
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737
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738
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740
$91K 0.01%
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741
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744
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746
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747
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2,353
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748
$90K 0.01%
1,381
-111
749
$89K 0.01%
3,046
-1,444
750
$89K 0.01%
3,000
28 29
30
31 32