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
1751
$6K ﹤0.01%
74
+11
1752
$6K ﹤0.01%
163
1753
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131
-2
1754
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624
-514
1755
$6K ﹤0.01%
467
+13
1756
– –
0
1757
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46
-1
1758
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62
+22
1759
$6K ﹤0.01%
248
+15
1760
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83
+10
1761
$6K ﹤0.01%
428
1762
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486
-557
1763
$6K ﹤0.01%
324
+16
1764
$5K ﹤0.01%
167
1765
$5K ﹤0.01%
500
1766
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49
-6
1767
$5K ﹤0.01%
90
+8
1768
$5K ﹤0.01%
226
-15
1769
$5K ﹤0.01%
69
-10
1770
$5K ﹤0.01%
700
1771
$5K ﹤0.01%
100
1772
$5K ﹤0.01%
391
+48
1773
$5K ﹤0.01%
200
1774
$5K ﹤0.01%
30
1775
$5K ﹤0.01%
109
+3
69 70
71
72 73