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
1001
$46K ﹤0.01%
233
-36
1002
$46K ﹤0.01%
1,040
-110
1003
$46K ﹤0.01%
412
-4
1004
$46K ﹤0.01%
1,053
+75
1005
$46K ﹤0.01%
538
1006
$46K ﹤0.01%
410
-24
1007
$46K ﹤0.01%
2,089
1008
$46K ﹤0.01%
3,619
-83
1009
$46K ﹤0.01%
881
-265
1010
$46K ﹤0.01%
+2,216
1011
$45K ﹤0.01%
1,500
-8
1012
$45K ﹤0.01%
+1,805
1013
$45K ﹤0.01%
432
+20
1014
$45K ﹤0.01%
728
+12
1015
$45K ﹤0.01%
2,026
+35
1016
$44K ﹤0.01%
1,017
+72
1017
$44K ﹤0.01%
202
+10
1018
$44K ﹤0.01%
735
-762
1019
$44K ﹤0.01%
1,729
-75
1020
$44K ﹤0.01%
4,541
+847
1021
$44K ﹤0.01%
2,145
+185
1022
$44K ﹤0.01%
873
-203
1023
$44K ﹤0.01%
1,930
-840
1024
$44K ﹤0.01%
3,520
+775
1025
$44K ﹤0.01%
719
-23
39 40
41
42 43