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
1551
$10K ﹤0.01%
93
-5
1552
$10K ﹤0.01%
265
1553
$10K ﹤0.01%
3,000
1554
$10K ﹤0.01%
2,144
+158
1555
$10K ﹤0.01%
451
-7
1556
$10K ﹤0.01%
+346
1557
– –
0
1558
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200
1559
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152
1560
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476
-21
1561
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155
1562
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105
1563
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+200
1564
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128
-18
1565
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14
+4
1566
$10K ﹤0.01%
58
-4
1567
$10K ﹤0.01%
1,373
+134
1568
$10K ﹤0.01%
854
+24
1569
$9K ﹤0.01%
166
1570
$9K ﹤0.01%
79
-305
1571
$9K ﹤0.01%
107
-7
1572
$9K ﹤0.01%
245
+45
1573
$9K ﹤0.01%
119
+13
1574
$9K ﹤0.01%
220
-188
1575
$9K ﹤0.01%
29
-6
61 62
63
64 65