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
1376
$17K ﹤0.01%
1,013
1377
$17K ﹤0.01%
332
+25
1378
$17K ﹤0.01%
486
-23
1379
$17K ﹤0.01%
157
1380
$17K ﹤0.01%
169
+2
1381
$17K ﹤0.01%
731
+69
1382
$17K ﹤0.01%
1,005
-21
1383
$17K ﹤0.01%
22,667
1384
$17K ﹤0.01%
17
-7
1385
$17K ﹤0.01%
705
-504
1386
$16K ﹤0.01%
1,142
+42
1387
– –
0
1388
$16K ﹤0.01%
1,591
-214
1389
$16K ﹤0.01%
8
+6
1390
$16K ﹤0.01%
364
-6
1391
$16K ﹤0.01%
293
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1392
$16K ﹤0.01%
490
1393
$16K ﹤0.01%
400
-100
1394
$16K ﹤0.01%
221
1395
$16K ﹤0.01%
262
+54
1396
$16K ﹤0.01%
137
1397
$16K ﹤0.01%
217
+19
1398
$16K ﹤0.01%
535
1399
$16K ﹤0.01%
355
-60
1400
$16K ﹤0.01%
315
+15
54 55
56
57 58