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
1626
$8K ﹤0.01%
102
+47
1627
$8K ﹤0.01%
121
-142
1628
$8K ﹤0.01%
314
-116
1629
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434
1630
$8K ﹤0.01%
172
-1,014
1631
$8K ﹤0.01%
+279
1632
$8K ﹤0.01%
315
-19
1633
$8K ﹤0.01%
141
1634
$8K ﹤0.01%
248
+20
1635
$8K ﹤0.01%
256
+56
1636
$8K ﹤0.01%
383
-362
1637
$8K ﹤0.01%
115
1638
$8K ﹤0.01%
73
-6
1639
$8K ﹤0.01%
98
1640
$8K ﹤0.01%
606
-415
1641
$8K ﹤0.01%
229
-571
1642
$8K ﹤0.01%
105
+23
1643
$8K ﹤0.01%
518
+18
1644
$8K ﹤0.01%
31
+5
1645
$7K ﹤0.01%
161
+41
1646
$7K ﹤0.01%
383
-321
1647
$7K ﹤0.01%
88
1648
$7K ﹤0.01%
220
1649
$7K ﹤0.01%
195
-3
1650
$7K ﹤0.01%
56
-4
64 65
66
67 68