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
1076
$39K ﹤0.01%
1,394
-1,150
1077
$38K ﹤0.01%
941
-32
1078
$38K ﹤0.01%
155
+9
1079
$38K ﹤0.01%
222
+69
1080
$38K ﹤0.01%
253
-10
1081
$37K ﹤0.01%
1,552
+149
1082
$37K ﹤0.01%
2,236
-136
1083
$37K ﹤0.01%
342
+1
1084
$37K ﹤0.01%
1,308
1085
$37K ﹤0.01%
11,010
+2,007
1086
$36K ﹤0.01%
+7,825
1087
$36K ﹤0.01%
4,413
+4,362
1088
$36K ﹤0.01%
658
+240
1089
$36K ﹤0.01%
1,763
+12
1090
$35K ﹤0.01%
970
+500
1091
$35K ﹤0.01%
967
-13
1092
$35K ﹤0.01%
2,280
-144
1093
$35K ﹤0.01%
1,079
-273
1094
$35K ﹤0.01%
+745
1095
$35K ﹤0.01%
322
-273
1096
$35K ﹤0.01%
734
-2
1097
$34K ﹤0.01%
+5,968
1098
$34K ﹤0.01%
83
-151
1099
$34K ﹤0.01%
2,300
+1,300
1100
$34K ﹤0.01%
290
-14
42 43
44
45 46