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
1476
$12K ﹤0.01%
149
-6
1477
$12K ﹤0.01%
177
-5
1478
$12K ﹤0.01%
460
-116
1479
$12K ﹤0.01%
264
+123
1480
$12K ﹤0.01%
168
-13
1481
$12K ﹤0.01%
130
1482
$12K ﹤0.01%
28,300
1483
$11K ﹤0.01%
297
-8
1484
$11K ﹤0.01%
+142
1485
$11K ﹤0.01%
655
+88
1486
$11K ﹤0.01%
300
1487
$11K ﹤0.01%
345
+308
1488
$11K ﹤0.01%
270
-530
1489
$11K ﹤0.01%
351
-14
1490
$11K ﹤0.01%
632
+5
1491
$11K ﹤0.01%
186
1492
$11K ﹤0.01%
245
-19
1493
$11K ﹤0.01%
263
+166
1494
$11K ﹤0.01%
126
-9
1495
$11K ﹤0.01%
133
+14
1496
$11K ﹤0.01%
35
+1
1497
$11K ﹤0.01%
300
1498
$11K ﹤0.01%
186
1499
$11K ﹤0.01%
480
+84
1500
$11K ﹤0.01%
339
58 59
60
61 62