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
1651
$7K ﹤0.01%
1,400
1652
$7K ﹤0.01%
220
+96
1653
$7K ﹤0.01%
300
-112
1654
$7K ﹤0.01%
124
1655
$7K ﹤0.01%
173
+2
1656
$7K ﹤0.01%
110
1657
$7K ﹤0.01%
12
1658
$7K ﹤0.01%
183
-168
1659
$7K ﹤0.01%
156
-33
1660
$7K ﹤0.01%
707
1661
$7K ﹤0.01%
73
+18
1662
$7K ﹤0.01%
159
-121
1663
$7K ﹤0.01%
194
1664
$7K ﹤0.01%
324
-11
1665
$7K ﹤0.01%
71
-19
1666
$7K ﹤0.01%
191
1667
$7K ﹤0.01%
399
-41
1668
$7K ﹤0.01%
207
-3
1669
$7K ﹤0.01%
401
-347
1670
$7K ﹤0.01%
500
-100
1671
$7K ﹤0.01%
136
1672
$7K ﹤0.01%
277
+69
1673
$7K ﹤0.01%
131
+49
1674
$7K ﹤0.01%
75
-63
1675
$7K ﹤0.01%
201
+32
65 66
67
68 69