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
951
$53K ﹤0.01%
498
+62
952
$53K ﹤0.01%
531
+67
953
$53K ﹤0.01%
2,813
-1,587
954
$53K ﹤0.01%
2,600
+44
955
– –
0
956
$52K ﹤0.01%
716
+4
957
$52K ﹤0.01%
7,433
+4,292
958
$52K ﹤0.01%
413
-132
959
$52K ﹤0.01%
495
-251
960
$52K ﹤0.01%
1,395
-13
961
$52K ﹤0.01%
1,818
+136
962
$52K ﹤0.01%
2,009
963
$52K ﹤0.01%
927
-150
964
$52K ﹤0.01%
1,187
-1,015
965
$52K ﹤0.01%
1,086
-172
966
$52K ﹤0.01%
3,491
+2,491
967
$52K ﹤0.01%
422
+27
968
$51K ﹤0.01%
88
+25
969
$51K ﹤0.01%
1,190
970
$51K ﹤0.01%
1,163
-3,148
971
$51K ﹤0.01%
495
+5
972
$51K ﹤0.01%
1,174
-98
973
– –
0
974
$51K ﹤0.01%
676
-236
975
$50K ﹤0.01%
1,126
+78
37 38
39
40 41