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
1726
$6K ﹤0.01%
115
+6
1727
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151
-30
1728
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152
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1729
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1730
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1731
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823
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1732
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69
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1733
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1734
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59
-6
1735
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195
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1736
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1737
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1738
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120
-18
1739
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250
1740
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+107
1741
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236
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+87
1743
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1744
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-54
1745
$6K ﹤0.01%
68
+13
1746
$6K ﹤0.01%
454
1747
$6K ﹤0.01%
114
-25
1748
$6K ﹤0.01%
96
1749
$6K ﹤0.01%
169
-373
1750
$6K ﹤0.01%
52
68 69
70
71 72