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
1401
$16K ﹤0.01%
197
+49
1402
$16K ﹤0.01%
498
+87
1403
$16K ﹤0.01%
315
-59
1404
– –
0
1405
$16K ﹤0.01%
1,097
+29
1406
$16K ﹤0.01%
1,011
-536
1407
– –
0
1408
$16K ﹤0.01%
550
1409
$16K ﹤0.01%
273
+3
1410
$16K ﹤0.01%
400
1411
$16K ﹤0.01%
750
+76
1412
$16K ﹤0.01%
784
+500
1413
$15K ﹤0.01%
301
-29
1414
$15K ﹤0.01%
686
-1,596
1415
$15K ﹤0.01%
560
-251
1416
$15K ﹤0.01%
51
+1
1417
$15K ﹤0.01%
300
-17
1418
$15K ﹤0.01%
88
+51
1419
$15K ﹤0.01%
98
+2
1420
$15K ﹤0.01%
250
1421
$15K ﹤0.01%
706
1422
$15K ﹤0.01%
1,300
-68
1423
$15K ﹤0.01%
1,092
+15
1424
$15K ﹤0.01%
1,000
1425
$15K ﹤0.01%
183
+7
55 56
57
58 59