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
2026
$3K ﹤0.01%
53
2027
$3K ﹤0.01%
174
2028
$3K ﹤0.01%
+3
2029
$3K ﹤0.01%
99
+35
2030
$3K ﹤0.01%
60
-15
2031
$3K ﹤0.01%
80
-172
2032
$3K ﹤0.01%
178
2033
$3K ﹤0.01%
75
+13
2034
$3K ﹤0.01%
+183
2035
$3K ﹤0.01%
31
-141
2036
$3K ﹤0.01%
151
-8
2037
$3K ﹤0.01%
29
2038
$3K ﹤0.01%
98
2039
$3K ﹤0.01%
67
2040
$3K ﹤0.01%
45
-13
2041
$3K ﹤0.01%
30
2042
$3K ﹤0.01%
60
2043
$3K ﹤0.01%
78
2044
$3K ﹤0.01%
52
+25
2045
$3K ﹤0.01%
113
+39
2046
$3K ﹤0.01%
50
2047
$3K ﹤0.01%
14
-5
2048
$3K ﹤0.01%
71
+44
2049
$3K ﹤0.01%
54
+34
2050
$3K ﹤0.01%
43
80 81
82
83 84