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
901
$61K 0.01%
1,400
-238
902
$60K 0.01%
1,323
-287
903
$60K 0.01%
1,444
+42
904
$60K 0.01%
646
+19
905
$59K 0.01%
832
-1,872
906
$59K 0.01%
1,516
-35
907
$59K 0.01%
1,154
908
$59K 0.01%
820
909
$59K 0.01%
796
910
$59K 0.01%
4,061
-102
911
$59K 0.01%
1,636
-32
912
$59K 0.01%
1,676
-90
913
$59K 0.01%
2,411
-361
914
$58K 0.01%
1,495
+135
915
$58K 0.01%
2,017
+391
916
$58K 0.01%
1,116
+303
917
$58K 0.01%
2,259
-128
918
$58K 0.01%
1,437
-461
919
$58K 0.01%
2,531
-72
920
– –
0
921
$58K 0.01%
2,286
922
$58K 0.01%
3,395
-214
923
$58K 0.01%
1,202
-29
924
– –
0
925
$57K 0.01%
559
+3
35 36
37
38 39