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
2051
$3K ﹤0.01%
163
2052
$3K ﹤0.01%
148
+24
2053
$3K ﹤0.01%
60
2054
– –
0
2055
$3K ﹤0.01%
104
+49
2056
– –
0
2057
$3K ﹤0.01%
102
-6
2058
$3K ﹤0.01%
317
+282
2059
$3K ﹤0.01%
72
2060
$3K ﹤0.01%
151
+33
2061
$3K ﹤0.01%
196
+77
2062
$3K ﹤0.01%
17
2063
$3K ﹤0.01%
169
-105
2064
$3K ﹤0.01%
68
+27
2065
$3K ﹤0.01%
69
2066
$3K ﹤0.01%
111
2067
$3K ﹤0.01%
132
+30
2068
$3K ﹤0.01%
53
+9
2069
$3K ﹤0.01%
75
2070
$3K ﹤0.01%
70
-713
2071
$3K ﹤0.01%
142
2072
$3K ﹤0.01%
80
2073
$3K ﹤0.01%
247
2074
$3K ﹤0.01%
27
-56
2075
$3K ﹤0.01%
88
-143
81 82
83
84 85