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
1151
$30K ﹤0.01%
660
1152
$30K ﹤0.01%
1,939
+170
1153
$30K ﹤0.01%
464
-9
1154
$30K ﹤0.01%
+2,045
1155
$30K ﹤0.01%
700
1156
$30K ﹤0.01%
1,603
-354
1157
$30K ﹤0.01%
1,889
-829
1158
$30K ﹤0.01%
1,000
1159
$30K ﹤0.01%
1,962
+113
1160
$30K ﹤0.01%
2,773
+2,724
1161
$30K ﹤0.01%
708
+8
1162
$30K ﹤0.01%
1,946
-2,280
1163
$29K ﹤0.01%
1,270
1164
$29K ﹤0.01%
1,762
-2,111
1165
$29K ﹤0.01%
466
+180
1166
$29K ﹤0.01%
450
-39
1167
– –
0
1168
$29K ﹤0.01%
834
-19
1169
$29K ﹤0.01%
959
-107
1170
$29K ﹤0.01%
665
+161
1171
$29K ﹤0.01%
500
1172
$29K ﹤0.01%
1,619
-29
1173
$29K ﹤0.01%
268
-28
1174
$29K ﹤0.01%
1,200
1175
$29K ﹤0.01%
801
+19
45 46
47
48 49