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
1926
$4K ﹤0.01%
113
1927
$4K ﹤0.01%
+300
1928
$4K ﹤0.01%
70
+24
1929
$4K ﹤0.01%
44
1930
$4K ﹤0.01%
157
1931
– –
0
1932
$4K ﹤0.01%
291
+144
1933
$4K ﹤0.01%
103
+2
1934
$4K ﹤0.01%
125
-773
1935
$4K ﹤0.01%
17
1936
$4K ﹤0.01%
180
+49
1937
$4K ﹤0.01%
146
+42
1938
$4K ﹤0.01%
237
1939
$4K ﹤0.01%
90
1940
$4K ﹤0.01%
83
1941
$4K ﹤0.01%
150
1942
$4K ﹤0.01%
129
-264
1943
$4K ﹤0.01%
228
+64
1944
$4K ﹤0.01%
56
1945
$4K ﹤0.01%
210
+65
1946
$4K ﹤0.01%
53
1947
$4K ﹤0.01%
63
+7
1948
$4K ﹤0.01%
280
-476
1949
$4K ﹤0.01%
787
+628
1950
– –
0
76 77
78
79 80