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
1026
$44K ﹤0.01%
2,312
-3,877
1027
$44K ﹤0.01%
1,246
-546
1028
$43K ﹤0.01%
4,461
-285
1029
$43K ﹤0.01%
1,795
-586
1030
$43K ﹤0.01%
2,145
1031
$43K ﹤0.01%
1,569
-1,184
1032
$43K ﹤0.01%
1,153
+88
1033
$43K ﹤0.01%
1,529
+18
1034
$43K ﹤0.01%
4,264
1035
$43K ﹤0.01%
728
+15
1036
$43K ﹤0.01%
900
-300
1037
$43K ﹤0.01%
581
+84
1038
$43K ﹤0.01%
3,340
+20
1039
$43K ﹤0.01%
574
-29
1040
$43K ﹤0.01%
1,665
+20
1041
$43K ﹤0.01%
1,397
-1,659
1042
$42K ﹤0.01%
696
+12
1043
$42K ﹤0.01%
467
-1,061
1044
$42K ﹤0.01%
536
-11
1045
$42K ﹤0.01%
1,613
+72
1046
$42K ﹤0.01%
2,489
+478
1047
$42K ﹤0.01%
8,266
-984
1048
$42K ﹤0.01%
1,162
-3
1049
$42K ﹤0.01%
1,135
1050
$41K ﹤0.01%
3,100
40 41
42
43 44