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
976
$50K ﹤0.01%
382
+136
977
$50K ﹤0.01%
4,000
978
$50K ﹤0.01%
210
-8
979
$50K ﹤0.01%
1,070
+54
980
$49K ﹤0.01%
1,381
+193
981
$49K ﹤0.01%
457
+72
982
$49K ﹤0.01%
768
+33
983
$49K ﹤0.01%
1,092
-143
984
$49K ﹤0.01%
220
-384
985
$49K ﹤0.01%
748
+51
986
$49K ﹤0.01%
836
+78
987
$49K ﹤0.01%
917
+16
988
$49K ﹤0.01%
953
-554
989
$48K ﹤0.01%
792
990
$48K ﹤0.01%
2,765
-584
991
$48K ﹤0.01%
763
+47
992
$48K ﹤0.01%
941
+137
993
$48K ﹤0.01%
837
+1
994
$48K ﹤0.01%
918
+88
995
$48K ﹤0.01%
637
+11
996
– –
0
997
– –
0
998
$47K ﹤0.01%
1,223
+3
999
$47K ﹤0.01%
423
1000
$47K ﹤0.01%
2,178
+68
38 39
40
41 42