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
76
$1.99M 0.18%
35,946
-3,202
77
$1.99M 0.18%
40,654
-1,291
78
$1.98M 0.18%
14,864
-90
79
$1.97M 0.18%
12,565
-45
80
$1.86M 0.17%
36,331
-453
81
$1.83M 0.17%
13,853
+2,052
82
$1.81M 0.16%
22,729
-1,061
83
$1.8M 0.16%
31,574
+98
84
$1.78M 0.16%
12,921
-318
85
$1.78M 0.16%
54,304
-7,320
86
$1.76M 0.16%
15,970
-1,303
87
$1.75M 0.16%
41,832
-10,944
88
$1.74M 0.16%
8,308
-40
89
$1.71M 0.16%
7,548
-418
90
$1.66M 0.15%
37,754
-2,478
91
$1.65M 0.15%
190,000
92
$1.64M 0.15%
57,531
-1,635
93
$1.63M 0.15%
2,724
94
$1.57M 0.14%
27,638
-909
95
$1.52M 0.14%
3,053
-321
96
$1.49M 0.13%
22,822
+359
97
$1.48M 0.13%
8,010
+341
98
$1.45M 0.13%
25,000
99
$1.42M 0.13%
21,187
-1,976
100
$1.42M 0.13%
17,528
-1,053
2 3
4
5 6