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
101
$1.37M 0.12%
12,992
-21
102
$1.31M 0.12%
11,651
+38
103
$1.3M 0.12%
8,992
+273
104
$1.26M 0.11%
3,220
-26
105
$1.26M 0.11%
21,048
-3,184
106
$1.25M 0.11%
26,102
-5,500
107
$1.24M 0.11%
26,024
-1,821
108
$1.24M 0.11%
53,764
-2,114
109
$1.21M 0.11%
204,280
+21,080
110
$1.21M 0.11%
6,505
+738
111
$1.2M 0.11%
32,603
-287
112
$1.2M 0.11%
6,588
-552
113
$1.19M 0.11%
23,766
+150
114
$1.16M 0.11%
7,685
-1,516
115
$1.16M 0.1%
5,665
-162
116
$1.16M 0.1%
12,110
-620
117
$1.15M 0.1%
47,270
+3,210
118
$1.14M 0.1%
18,733
+226
119
$1.13M 0.1%
13,912
-428
120
$1.13M 0.1%
25,965
-1,795
121
$1.1M 0.1%
4,993
+773
122
$1.08M 0.1%
15,939
+1,428
123
$1.06M 0.1%
14,744
+81
124
$1.05M 0.1%
15,114
+658
125
$1.05M 0.1%
16,265
+1,670
3 4
5
6 7