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
1201
$27K ﹤0.01%
4,561
-2,323
1202
$27K ﹤0.01%
588
-60
1203
$27K ﹤0.01%
115
+51
1204
$27K ﹤0.01%
610
1205
– –
0
1206
$27K ﹤0.01%
779
+750
1207
$27K ﹤0.01%
9,900
-200
1208
$27K ﹤0.01%
466
-36
1209
$27K ﹤0.01%
193
-84
1210
$26K ﹤0.01%
210
-77
1211
$26K ﹤0.01%
622
+16
1212
$26K ﹤0.01%
448
+20
1213
$26K ﹤0.01%
369
-11
1214
$26K ﹤0.01%
588
+27
1215
$26K ﹤0.01%
459
-31
1216
$26K ﹤0.01%
541
+14
1217
$26K ﹤0.01%
74
+26
1218
$26K ﹤0.01%
400
+38
1219
$26K ﹤0.01%
239
-247
1220
$25K ﹤0.01%
720
-12
1221
$25K ﹤0.01%
661
-764
1222
$25K ﹤0.01%
950
-353
1223
$25K ﹤0.01%
542
+39
1224
$25K ﹤0.01%
5,865
+275
1225
$25K ﹤0.01%
300
47 48
49
50 51