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
1226
$25K ﹤0.01%
832
+24
1227
$25K ﹤0.01%
2,000
1228
$25K ﹤0.01%
1,030
1229
$25K ﹤0.01%
2,185
+1,860
1230
$25K ﹤0.01%
250
1231
$25K ﹤0.01%
628
+151
1232
$25K ﹤0.01%
796
-527
1233
$25K ﹤0.01%
2,781
+443
1234
$24K ﹤0.01%
600
1235
$24K ﹤0.01%
593
+120
1236
$24K ﹤0.01%
1,743
+1,043
1237
$24K ﹤0.01%
692
-15
1238
$24K ﹤0.01%
419
+104
1239
$24K ﹤0.01%
7,101
+779
1240
$24K ﹤0.01%
185
1241
– –
0
1242
$24K ﹤0.01%
670
-20
1243
$24K ﹤0.01%
1,365
1244
$24K ﹤0.01%
355
+285
1245
$24K ﹤0.01%
1,080
-742
1246
$24K ﹤0.01%
1,444
+195
1247
$24K ﹤0.01%
234
+4
1248
$24K ﹤0.01%
+1,470
1249
$24K ﹤0.01%
7,289
+740
1250
– –
0
48 49
50
51 52