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
1426
$15K ﹤0.01%
250
-23
1427
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185
-10
1428
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449
+59
1429
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206
+2
1430
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475
-142
1431
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401
+26
1432
$14K ﹤0.01%
271
1433
$14K ﹤0.01%
390
1434
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400
1435
$14K ﹤0.01%
+148
1436
$14K ﹤0.01%
493
+3
1437
$14K ﹤0.01%
2,992
-563
1438
$14K ﹤0.01%
380
+35
1439
$14K ﹤0.01%
2,077
+2
1440
$14K ﹤0.01%
261
-336
1441
$14K ﹤0.01%
288
-22
1442
$14K ﹤0.01%
200
1443
– –
0
1444
$14K ﹤0.01%
244
+28
1445
$14K ﹤0.01%
674
+6
1446
$13K ﹤0.01%
513
1447
$13K ﹤0.01%
182
-56
1448
$13K ﹤0.01%
+80
1449
$13K ﹤0.01%
1,400
1450
$13K ﹤0.01%
642
+394
56 57
58
59 60