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
2001
$3K ﹤0.01%
72
2002
$3K ﹤0.01%
41
2003
$3K ﹤0.01%
600
2004
$3K ﹤0.01%
48
2005
$3K ﹤0.01%
604
+545
2006
$3K ﹤0.01%
99
-22
2007
$3K ﹤0.01%
45
2008
– –
0
2009
$3K ﹤0.01%
171
+48
2010
$3K ﹤0.01%
600
2011
$3K ﹤0.01%
86
2012
$3K ﹤0.01%
44
-30
2013
$3K ﹤0.01%
+221
2014
$3K ﹤0.01%
149
-12
2015
$3K ﹤0.01%
60
+38
2016
$3K ﹤0.01%
51
2017
$3K ﹤0.01%
199
2018
$3K ﹤0.01%
627
+257
2019
$3K ﹤0.01%
125
+109
2020
$3K ﹤0.01%
128
2021
$3K ﹤0.01%
70
+41
2022
– –
0
2023
$3K ﹤0.01%
279
+114
2024
$3K ﹤0.01%
28
+12
2025
$3K ﹤0.01%
45
+28
79 80
81
82 83