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
1676
$7K ﹤0.01%
175
-1
1677
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75
+5
1678
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172
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1679
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773
1680
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30
-11
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188
1682
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69
+18
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1684
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81
1685
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307
+3
1686
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144
+21
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104
+21
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1690
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357
+305
1691
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74
+5
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658
+29
1693
– –
0
1694
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1695
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211
+41
1696
$6K ﹤0.01%
137
+102
1697
$6K ﹤0.01%
98
+42
1698
$6K ﹤0.01%
653
-519
1699
$6K ﹤0.01%
79
-99
1700
$6K ﹤0.01%
200
66 67
68
69 70