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
1126
$32K ﹤0.01%
1,000
1127
$32K ﹤0.01%
+1,000
1128
$32K ﹤0.01%
464
1129
$32K ﹤0.01%
1,750
1130
$32K ﹤0.01%
337
-1,129
1131
$32K ﹤0.01%
1,884
+65
1132
$32K ﹤0.01%
2,402
-100
1133
$32K ﹤0.01%
607
-61
1134
$31K ﹤0.01%
299
+6
1135
$31K ﹤0.01%
1,038
+6
1136
$31K ﹤0.01%
1,038
1137
$31K ﹤0.01%
600
1138
$31K ﹤0.01%
840
+135
1139
$31K ﹤0.01%
1,729
+43
1140
$31K ﹤0.01%
895
+16
1141
$31K ﹤0.01%
800
-200
1142
$31K ﹤0.01%
+1,752
1143
$31K ﹤0.01%
726
-14
1144
$31K ﹤0.01%
1,105
+52
1145
$30K ﹤0.01%
661
+10
1146
$30K ﹤0.01%
385
-69
1147
$30K ﹤0.01%
1,675
1148
$30K ﹤0.01%
450
+58
1149
$30K ﹤0.01%
1,113
+37
1150
$30K ﹤0.01%
445
-3,978
44 45
46
47 48