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
1526
$10K ﹤0.01%
293
1527
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1,440
1528
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279
+6
1529
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115
1530
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52
1531
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100
1532
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181
+69
1533
$10K ﹤0.01%
1,894
+302
1534
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424
1535
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400
1536
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466
-29
1537
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651
1538
– –
0
1539
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423
1540
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419
1541
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140
+81
1542
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206
-17
1543
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466
1544
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205
+20
1545
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171
1546
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550
-20
1547
$10K ﹤0.01%
199
1548
$10K ﹤0.01%
157
1549
$10K ﹤0.01%
1,825
+1,000
1550
$10K ﹤0.01%
395
60 61
62
63 64