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
1501
$11K ﹤0.01%
500
1502
$11K ﹤0.01%
107
-15
1503
$11K ﹤0.01%
1,459
1504
$11K ﹤0.01%
459
1505
$11K ﹤0.01%
1,090
-280
1506
$11K ﹤0.01%
65
-7
1507
$11K ﹤0.01%
126
1508
$11K ﹤0.01%
79
+24
1509
$11K ﹤0.01%
275
+5
1510
– –
0
1511
$11K ﹤0.01%
312
1512
$11K ﹤0.01%
341
-10
1513
$11K ﹤0.01%
11
1514
$11K ﹤0.01%
+82
1515
$11K ﹤0.01%
245
+17
1516
$11K ﹤0.01%
2,500
1517
$11K ﹤0.01%
1,094
+509
1518
$11K ﹤0.01%
120
1519
$11K ﹤0.01%
148
+57
1520
$10K ﹤0.01%
277
+16
1521
$10K ﹤0.01%
500
1522
$10K ﹤0.01%
500
1523
$10K ﹤0.01%
158
1524
$10K ﹤0.01%
178
+3
1525
$10K ﹤0.01%
+500
59 60
61
62 63