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
1276
$22K ﹤0.01%
169
+6
1277
$22K ﹤0.01%
492
+164
1278
$22K ﹤0.01%
309
-1
1279
$22K ﹤0.01%
1,011
-36
1280
$22K ﹤0.01%
303
-197
1281
$22K ﹤0.01%
450
+39
1282
$22K ﹤0.01%
314
-24
1283
$22K ﹤0.01%
556
-23
1284
$22K ﹤0.01%
750
1285
$22K ﹤0.01%
332
1286
$22K ﹤0.01%
679
+69
1287
$22K ﹤0.01%
1,135
1288
$22K ﹤0.01%
1,412
+236
1289
$22K ﹤0.01%
854
-882
1290
$21K ﹤0.01%
696
1291
$21K ﹤0.01%
436
-14
1292
$21K ﹤0.01%
4,907
+917
1293
$21K ﹤0.01%
258
1294
$21K ﹤0.01%
596
+88
1295
$21K ﹤0.01%
634
1296
– –
0
1297
$21K ﹤0.01%
1,000
1298
– –
0
1299
$21K ﹤0.01%
107
-7
1300
$21K ﹤0.01%
1,245
-360
50 51
52
53 54