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
1701
$6K ﹤0.01%
159
-2
1702
$6K ﹤0.01%
84
1703
$6K ﹤0.01%
115
+19
1704
$6K ﹤0.01%
128
-14
1705
$6K ﹤0.01%
279
+6
1706
$6K ﹤0.01%
27
-19
1707
$6K ﹤0.01%
99
1708
$6K ﹤0.01%
109
-126
1709
$6K ﹤0.01%
325
+265
1710
$6K ﹤0.01%
39
1711
$6K ﹤0.01%
289
+5
1712
$6K ﹤0.01%
349
+127
1713
$6K ﹤0.01%
2
1714
$6K ﹤0.01%
97
1715
$6K ﹤0.01%
374
1716
$6K ﹤0.01%
171
-265
1717
$6K ﹤0.01%
485
+205
1718
$6K ﹤0.01%
180
1719
$6K ﹤0.01%
34
1720
$6K ﹤0.01%
1,000
-1,597
1721
$6K ﹤0.01%
1,284
+434
1722
$6K ﹤0.01%
965
+249
1723
– –
0
1724
$6K ﹤0.01%
+50
1725
$6K ﹤0.01%
1,702
67 68
69
70 71