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
776
$83K 0.01%
3,705
+20
777
$83K 0.01%
1,202
-129
778
$83K 0.01%
1,883
-65
779
$83K 0.01%
1,027
+171
780
$83K 0.01%
689
+348
781
$82K 0.01%
1,360
+13
782
$82K 0.01%
2,138
+46
783
$82K 0.01%
1,460
-22
784
$82K 0.01%
3,975
+22
785
$81K 0.01%
2,265
+350
786
– –
0
787
$81K 0.01%
586
-101
788
$81K 0.01%
1,400
+19
789
$81K 0.01%
2,415
+37
790
$81K 0.01%
1,833
+476
791
$81K 0.01%
1,994
-485
792
$80K 0.01%
1,172
-120
793
$80K 0.01%
283
-94
794
$80K 0.01%
4,976
-2,656
795
$80K 0.01%
1,670
796
$80K 0.01%
1,798
+75
797
$80K 0.01%
10,317
+78
798
$80K 0.01%
4,855
-373
799
$80K 0.01%
1,113
-878
800
$79K 0.01%
980
-27
30 31
32
33 34