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
1301
$21K ﹤0.01%
1,000
-300
1302
$21K ﹤0.01%
156
1303
$21K ﹤0.01%
195
-9
1304
$20K ﹤0.01%
3,545
+322
1305
$20K ﹤0.01%
546
-18
1306
$20K ﹤0.01%
525
+81
1307
$20K ﹤0.01%
227
-87
1308
$20K ﹤0.01%
335
+22
1309
$20K ﹤0.01%
885
-1,185
1310
$20K ﹤0.01%
471
+262
1311
$20K ﹤0.01%
743
+207
1312
$20K ﹤0.01%
411
-14
1313
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196
1314
$20K ﹤0.01%
+352
1315
$20K ﹤0.01%
496
-42
1316
$20K ﹤0.01%
2,993
1317
$20K ﹤0.01%
382
-58
1318
$20K ﹤0.01%
+511
1319
$20K ﹤0.01%
343
+305
1320
$20K ﹤0.01%
840
-274
1321
$19K ﹤0.01%
1,220
+1,000
1322
$19K ﹤0.01%
632
+1
1323
$19K ﹤0.01%
749
+722
1324
$19K ﹤0.01%
2,492
1325
$19K ﹤0.01%
503
51 52
53
54 55