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
126
$1.05M 0.09%
21,972
-2,168
127
$1.04M 0.09%
4,288
+69
128
$1.02M 0.09%
11,002
-672
129
$1.02M 0.09%
15,206
-1,119
130
$1.01M 0.09%
12,797
+2,523
131
$1M 0.09%
3,250
+60
132
$984K 0.09%
8,585
-802
133
$978K 0.09%
6,970
-345
134
$971K 0.09%
15,089
+1,280
135
$950K 0.09%
52,065
+2,400
136
$936K 0.08%
6,069
-1,269
137
$922K 0.08%
6,828
-15
138
$891K 0.08%
25,371
+124
139
$885K 0.08%
8,521
-318
140
$884K 0.08%
10,393
-1,164
141
$880K 0.08%
12,641
+177
142
$876K 0.08%
8,939
+129
143
$873K 0.08%
16,632
-40
144
$871K 0.08%
7,934
-1,105
145
$853K 0.08%
14,488
+928
146
$852K 0.08%
6,281
+662
147
$851K 0.08%
12,006
-859
148
$845K 0.08%
67,845
149
$835K 0.08%
5,796
-302
150
$829K 0.08%
6,183
+25
4 5
6
7 8