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
1601
$9K ﹤0.01%
636
+179
1602
$9K ﹤0.01%
+236
1603
$9K ﹤0.01%
196
+33
1604
$9K ﹤0.01%
350
-15
1605
$8K ﹤0.01%
1,000
1606
$8K ﹤0.01%
97
1607
$8K ﹤0.01%
88
-52
1608
$8K ﹤0.01%
+126
1609
$8K ﹤0.01%
177
1610
– –
0
1611
$8K ﹤0.01%
39
-30
1612
$8K ﹤0.01%
218
1613
$8K ﹤0.01%
401
-106
1614
$8K ﹤0.01%
261
-243
1615
$8K ﹤0.01%
183
+47
1616
$8K ﹤0.01%
1,200
1617
$8K ﹤0.01%
396
1618
$8K ﹤0.01%
179
1619
$8K ﹤0.01%
+1,400
1620
$8K ﹤0.01%
+100
1621
$8K ﹤0.01%
151
1622
$8K ﹤0.01%
232
1623
$8K ﹤0.01%
44
-2
1624
$8K ﹤0.01%
1,000
-3,500
1625
$8K ﹤0.01%
300
-20
63 64
65
66 67