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
1826
$5K ﹤0.01%
430
-1,263
1827
$5K ﹤0.01%
213
-877
1828
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180
-167
1829
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103
+31
1830
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98
1831
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79
1832
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50
-64
1833
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39
+7
1834
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140
+35
1835
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301
+215
1836
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122
-6
1837
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244
1838
$5K ﹤0.01%
+287
1839
$5K ﹤0.01%
68
-12
1840
$5K ﹤0.01%
106
1841
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72
-3
1842
$5K ﹤0.01%
371
+52
1843
$5K ﹤0.01%
263
+85
1844
$5K ﹤0.01%
168
1845
$4K ﹤0.01%
81
+28
1846
$4K ﹤0.01%
99
1847
$4K ﹤0.01%
100
1848
$4K ﹤0.01%
101
1849
$4K ﹤0.01%
176
-97
1850
$4K ﹤0.01%
319
-14
72 73
74
75 76