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
2151
$2K ﹤0.01%
19
-1
2152
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8
2153
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47
-510
2154
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57
+4
2155
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23
+8
2156
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94
+30
2157
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125
-20
2158
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128
+115
2159
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371
+58
2160
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41
-63
2161
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153
-500
2162
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108
+13
2163
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56
2164
– –
0
2165
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204
2166
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39
2167
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81
+48
2168
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178
+98
2169
– –
0
2170
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+130
2171
$2K ﹤0.01%
51
+17
2172
$2K ﹤0.01%
37
2173
$2K ﹤0.01%
72
2174
– –
0
2175
$2K ﹤0.01%
61
85 86
87
88 89