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
151
$829K 0.08%
4,190
-97
152
$827K 0.07%
29,533
-1,152
153
$815K 0.07%
14,721
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154
$813K 0.07%
21,615
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155
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7,372
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156
$812K 0.07%
7,545
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157
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25,396
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158
$808K 0.07%
4,705
-183
159
$804K 0.07%
7,572
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160
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-21
161
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162
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15,606
163
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9,518
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164
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9,251
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165
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15,118
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166
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167
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168
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169
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170
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12,628
171
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23,307
172
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33,228
-2,124
173
$722K 0.07%
9,470
+19
174
$718K 0.07%
8,790
-142
175
$711K 0.06%
6,375
+8
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7
8 9