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
1101
$34K ﹤0.01%
3,092
+2,735
1102
$34K ﹤0.01%
575
-353
1103
$34K ﹤0.01%
1,130
1104
$34K ﹤0.01%
1,940
1105
$34K ﹤0.01%
1,557
-137
1106
$33K ﹤0.01%
671
+21
1107
$33K ﹤0.01%
624
-679
1108
– –
0
1109
$33K ﹤0.01%
1,018
-4
1110
$33K ﹤0.01%
1,142
+147
1111
$33K ﹤0.01%
1,086
-66
1112
$33K ﹤0.01%
5,000
1113
$33K ﹤0.01%
1,758
-1,290
1114
$33K ﹤0.01%
2,031
-74
1115
$32K ﹤0.01%
233
-22
1116
$32K ﹤0.01%
2,456
-848
1117
$32K ﹤0.01%
1,100
1118
$32K ﹤0.01%
2,518
-311
1119
$32K ﹤0.01%
921
+713
1120
$32K ﹤0.01%
803
+1
1121
$32K ﹤0.01%
+2,542
1122
$32K ﹤0.01%
859
-5
1123
$32K ﹤0.01%
+175
1124
$32K ﹤0.01%
609
+2
1125
$32K ﹤0.01%
2,422
-1,559
43 44
45
46 47