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
1051
$41K ﹤0.01%
585
-12
1052
$41K ﹤0.01%
1,865
-84
1053
$41K ﹤0.01%
7,500
-3,695
1054
$41K ﹤0.01%
1,590
+34
1055
$41K ﹤0.01%
3,163
+39
1056
$41K ﹤0.01%
1,056
+85
1057
$41K ﹤0.01%
1,414
-620
1058
$41K ﹤0.01%
451
-152
1059
$41K ﹤0.01%
2,451
-2,522
1060
$40K ﹤0.01%
516
-3
1061
$40K ﹤0.01%
600
1062
$40K ﹤0.01%
1,231
1063
$40K ﹤0.01%
2,712
+624
1064
$40K ﹤0.01%
299
-44
1065
$40K ﹤0.01%
951
-707
1066
$40K ﹤0.01%
1,558
-256
1067
$39K ﹤0.01%
6,861
+758
1068
$39K ﹤0.01%
313
-157
1069
$39K ﹤0.01%
611
-253
1070
– –
0
1071
$39K ﹤0.01%
323
1072
$39K ﹤0.01%
1,518
+38
1073
$39K ﹤0.01%
534
+6
1074
$39K ﹤0.01%
683
+26
1075
$39K ﹤0.01%
1,482
-632
41 42
43
44 45