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
1976
– –
0
1977
– –
0
1978
$3K ﹤0.01%
44
1979
$3K ﹤0.01%
48
1980
$3K ﹤0.01%
60
+12
1981
$3K ﹤0.01%
100
1982
$3K ﹤0.01%
46
1983
$3K ﹤0.01%
52
+9
1984
$3K ﹤0.01%
67
-229
1985
– –
0
1986
$3K ﹤0.01%
256
+20
1987
$3K ﹤0.01%
17
-28
1988
$3K ﹤0.01%
126
1989
$3K ﹤0.01%
29
-3
1990
$3K ﹤0.01%
52
-53
1991
$3K ﹤0.01%
13
+10
1992
$3K ﹤0.01%
224
-16
1993
$3K ﹤0.01%
95
-25
1994
$3K ﹤0.01%
147
1995
$3K ﹤0.01%
138
+17
1996
$3K ﹤0.01%
221
-81
1997
$3K ﹤0.01%
+1
1998
$3K ﹤0.01%
364
+339
1999
$3K ﹤0.01%
26
2000
$3K ﹤0.01%
30
+7
78 79
80
81 82