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
2101
$3K ﹤0.01%
39
2102
$3K ﹤0.01%
225
2103
$3K ﹤0.01%
16
-3
2104
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177
+39
2105
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306
2106
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17
-27
2107
$3K ﹤0.01%
319
+32
2108
$2K ﹤0.01%
42
+28
2109
$2K ﹤0.01%
4
+2
2110
$2K ﹤0.01%
25
2111
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83
2112
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47
+13
2113
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72
2114
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25
2115
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46
+28
2116
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66
+9
2117
$2K ﹤0.01%
13
-4
2118
$2K ﹤0.01%
429
+80
2119
$2K ﹤0.01%
200
2120
$2K ﹤0.01%
124
+61
2121
$2K ﹤0.01%
62
+10
2122
$2K ﹤0.01%
63
+31
2123
$2K ﹤0.01%
681
-90
2124
$2K ﹤0.01%
154
2125
$2K ﹤0.01%
43
+9
83 84
85
86 87