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
1801
$5K ﹤0.01%
93
1802
$5K ﹤0.01%
90
+8
1803
$5K ﹤0.01%
7
-96
1804
$5K ﹤0.01%
78
1805
$5K ﹤0.01%
196
1806
$5K ﹤0.01%
393
-58
1807
$5K ﹤0.01%
239
1808
$5K ﹤0.01%
284
-500
1809
$5K ﹤0.01%
+125
1810
$5K ﹤0.01%
183
-45
1811
$5K ﹤0.01%
565
1812
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42
-4
1813
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65
1814
$5K ﹤0.01%
197
-4
1815
$5K ﹤0.01%
107
1816
$5K ﹤0.01%
238
+14
1817
$5K ﹤0.01%
94
-11
1818
$5K ﹤0.01%
109
+8
1819
$5K ﹤0.01%
72
1820
$5K ﹤0.01%
261
+84
1821
$5K ﹤0.01%
200
-95
1822
$5K ﹤0.01%
41
+10
1823
$5K ﹤0.01%
111
-30
1824
$5K ﹤0.01%
486
+41
1825
$5K ﹤0.01%
137
+66
71 72
73
74 75