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
1351
$18K ﹤0.01%
78
+12
1352
$18K ﹤0.01%
358
+20
1353
$18K ﹤0.01%
350
-21
1354
$18K ﹤0.01%
767
-170
1355
$18K ﹤0.01%
663
-558
1356
$18K ﹤0.01%
3,862
+3,750
1357
$18K ﹤0.01%
306
-29
1358
$18K ﹤0.01%
1,400
1359
$18K ﹤0.01%
617
+27
1360
$18K ﹤0.01%
480
+24
1361
$18K ﹤0.01%
177
1362
$18K ﹤0.01%
2,334
-10,536
1363
$18K ﹤0.01%
411
+22
1364
$18K ﹤0.01%
987
1365
$17K ﹤0.01%
362
+6
1366
$17K ﹤0.01%
480
+300
1367
$17K ﹤0.01%
420
-303
1368
$17K ﹤0.01%
419
+373
1369
$17K ﹤0.01%
+620
1370
$17K ﹤0.01%
962
+209
1371
$17K ﹤0.01%
361
1372
$17K ﹤0.01%
11
1373
$17K ﹤0.01%
192
-8
1374
$17K ﹤0.01%
241
1375
$17K ﹤0.01%
1,092
53 54
55
56 57