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
1451
$13K ﹤0.01%
842
-7,749
1452
$13K ﹤0.01%
596
-3
1453
$13K ﹤0.01%
447
-189
1454
$13K ﹤0.01%
396
1455
$13K ﹤0.01%
461
+6
1456
$13K ﹤0.01%
250
-450
1457
$13K ﹤0.01%
170
-8
1458
$13K ﹤0.01%
700
1459
$13K ﹤0.01%
134
-159
1460
$13K ﹤0.01%
105
-5
1461
$13K ﹤0.01%
520
1462
$13K ﹤0.01%
502
-10
1463
$13K ﹤0.01%
+800
1464
$13K ﹤0.01%
+500
1465
$13K ﹤0.01%
+1,179
1466
$12K ﹤0.01%
1,063
-113
1467
$12K ﹤0.01%
101
-9
1468
$12K ﹤0.01%
550
+34
1469
$12K ﹤0.01%
334
+64
1470
$12K ﹤0.01%
315
+27
1471
$12K ﹤0.01%
1,000
1472
$12K ﹤0.01%
42
+4
1473
$12K ﹤0.01%
269
+11
1474
$12K ﹤0.01%
117
+35
1475
$12K ﹤0.01%
141
57 58
59
60 61