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
2076
$3K ﹤0.01%
171
2077
$3K ﹤0.01%
+5
2078
$3K ﹤0.01%
36
-76
2079
$3K ﹤0.01%
65
2080
$3K ﹤0.01%
123
2081
$3K ﹤0.01%
66
2082
$3K ﹤0.01%
+31
2083
$3K ﹤0.01%
82
+46
2084
$3K ﹤0.01%
49
2085
$3K ﹤0.01%
228
-607
2086
$3K ﹤0.01%
38
+12
2087
$3K ﹤0.01%
40
-3
2088
$3K ﹤0.01%
83
+7
2089
$3K ﹤0.01%
73
+17
2090
$3K ﹤0.01%
81
+48
2091
$3K ﹤0.01%
108
+53
2092
$3K ﹤0.01%
1,110
+140
2093
$3K ﹤0.01%
60
+12
2094
$3K ﹤0.01%
26
2095
$3K ﹤0.01%
1,200
2096
$3K ﹤0.01%
27
2097
$3K ﹤0.01%
106
-102
2098
$3K ﹤0.01%
110
2099
$3K ﹤0.01%
67
+23
2100
$3K ﹤0.01%
38
+12
82 83
84
85 86