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
1251
$23K ﹤0.01%
381
+97
1252
$23K ﹤0.01%
295
+245
1253
$23K ﹤0.01%
570
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1254
$23K ﹤0.01%
8,774
1255
$23K ﹤0.01%
1,650
-259
1256
$23K ﹤0.01%
234
+8
1257
$23K ﹤0.01%
270
-503
1258
$23K ﹤0.01%
2,000
1259
$23K ﹤0.01%
312
1260
$23K ﹤0.01%
1,135
-178
1261
$23K ﹤0.01%
303
+18
1262
– –
0
1263
$23K ﹤0.01%
234
+75
1264
$23K ﹤0.01%
+1,213
1265
$23K ﹤0.01%
624
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1266
$23K ﹤0.01%
135
1267
$23K ﹤0.01%
286
1268
$23K ﹤0.01%
442
-443
1269
$23K ﹤0.01%
1,191
-36
1270
$23K ﹤0.01%
2,060
-1,610
1271
$22K ﹤0.01%
1,100
1272
$22K ﹤0.01%
356
-37
1273
$22K ﹤0.01%
844
+113
1274
$22K ﹤0.01%
826
-920
1275
$22K ﹤0.01%
846
+224
49 50
51
52 53