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
1326
$19K ﹤0.01%
536
-251
1327
$19K ﹤0.01%
500
1328
$19K ﹤0.01%
550
-11
1329
$19K ﹤0.01%
340
1330
$19K ﹤0.01%
1,545
+41
1331
$19K ﹤0.01%
194
-18
1332
$19K ﹤0.01%
267
+34
1333
$19K ﹤0.01%
385
+276
1334
$19K ﹤0.01%
477
1335
$19K ﹤0.01%
78
+33
1336
$19K ﹤0.01%
788
+8
1337
$19K ﹤0.01%
1,900
1338
$19K ﹤0.01%
296
+12
1339
$19K ﹤0.01%
5
1340
$19K ﹤0.01%
415
+5
1341
$19K ﹤0.01%
345
+85
1342
$18K ﹤0.01%
1,150
1343
$18K ﹤0.01%
714
-64
1344
– –
0
1345
$18K ﹤0.01%
345
1346
$18K ﹤0.01%
530
+131
1347
$18K ﹤0.01%
198
-9
1348
$18K ﹤0.01%
210
+19
1349
$18K ﹤0.01%
586
+64
1350
$18K ﹤0.01%
+717
52 53
54
55 56