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
1951
$4K ﹤0.01%
120
1952
$4K ﹤0.01%
128
1953
$4K ﹤0.01%
489
+334
1954
$4K ﹤0.01%
105
+48
1955
$4K ﹤0.01%
1,754
1956
$4K ﹤0.01%
53
1957
$4K ﹤0.01%
51
+15
1958
$4K ﹤0.01%
47
1959
$4K ﹤0.01%
67
+11
1960
$4K ﹤0.01%
381
-330
1961
$3K ﹤0.01%
63
-8
1962
$3K ﹤0.01%
48
1963
$3K ﹤0.01%
122
1964
$3K ﹤0.01%
76
-11
1965
$3K ﹤0.01%
152
-65
1966
$3K ﹤0.01%
207
1967
$3K ﹤0.01%
90
+11
1968
$3K ﹤0.01%
651
-238
1969
$3K ﹤0.01%
18
+2
1970
$3K ﹤0.01%
376
+81
1971
– –
0
1972
$3K ﹤0.01%
53
1973
$3K ﹤0.01%
145
-2,125
1974
$3K ﹤0.01%
78
-113
1975
$3K ﹤0.01%
46
-11
77 78
79
80 81